Symphony Financial Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.66M Sell
7,342
-76
-1% -$37.9K 2.19% 16
2025
Q1
$2.78M Sell
7,418
-195
-3% -$73.2K 1.82% 16
2024
Q4
$3.22M Sell
7,613
-1,939
-20% -$819K 2.58% 12
2024
Q3
$3.29M Buy
9,552
+1,887
+25% +$650K 2.8% 10
2024
Q2
$4.46M Buy
+7,665
New +$4.46M 3.83% 7