SwitchPoint Financial Planning’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.37M	Buy	2,759 +436	+19%	+$217K	1.12%	24
2025 Q1	$872K	Sell	2,323 -274	-11%	-$103K	0.83%	26
2024 Q4	$1.09M	Buy	+2,597	New	+$1.09M	1.05%	24