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Tepp RIA’s Microsoft MSFT Stock Holding History

Tepp RIA’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$672K Sell
1,351
-255
-16% -$127K 0.87% 11
2025
Q1 		$603K Sell
1,606
-240
-13% -$90.1K 0.82% 11
2024
Q4 		$778K Buy
+1,846
New +$778K 1.15% 10