Talon Private Wealth’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.76M Sell
5,542
-686
-11% -$341K 0.38% 37
2025
Q1
$2.37M Buy
6,228
+623
+11% +$237K 0.32% 52
2024
Q4
$2.36M Buy
5,605
+1,349
+32% +$569K 0.49% 25
2024
Q3
$1.83M Buy
+4,256
New +$1.83M 0.39% 12