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Summit Investment Advisors’s Microsoft MSFT Stock Holding History

Summit Investment Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$980K Hold
1,870
– – 0.81% 29
2025
Q1 		$810K Sell
1,870
-27
-1% -$11.7K 0.72% 31
2024
Q4 		$779K Buy
+1,897
New +$779K 0.69% 26