Sunbeam Capital Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.55M Buy
11,153
+1,868
+20% +$929K 4.2% 6
2025
Q1
$3.49M Buy
9,285
+70
+0.8% +$26.3K 3.32% 7
2024
Q4
$3.88M Buy
+9,215
New +$3.88M 3.61% 7