Straight Path Wealth Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$383K	Buy	1,035 +288	+39%	+$121K	0.1%	79
2025 Q4	$361K	Sell	747 -19,753	-96%	-$9.9M	0.1%	82
2025 Q3	$390K	Buy	20,500 +19,771	+2,712%	+$10.1M	0.11%	88
2025 Q2	$363K	Buy	729 +26	+4%	+$11.3K	0.12%	78
2025 Q1	$264K	Buy	703 +16	+2%	+$6.52K	0.11%	81
2024 Q4	$290K	Sell	687 -13	-2%	-$5.54K	0.11%	76
2024 Q3	$301K	Buy	700 +124	+22%	+$53K	0.13%	74
2024 Q2	$258K	Hold	576	–	–	0.13%	75
2024 Q1	$242K	Buy	+576	New	+$233K	0.14%	75
2023 Q4	–	Sell	-746	Closed	-$236K	–	94
2023 Q3	$236K	Buy	746 +137	+22%	+$45.3K	0.16%	67
2023 Q2	$207K	Buy	+609	New	+$191K	0.14%	72