SIM
MSFT icon

Synergy Investment Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$886K Sell
1,780
-39
-2% -$19.4K 0.53% 28
2025
Q1
$683K Buy
1,819
+7
+0.4% +$2.63K 0.29% 57
2024
Q4
$764K Buy
+1,812
New +$764K 0.33% 49