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Trace Wealth Advisors’s Microsoft MSFT Stock Holding History

Trace Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$815K Sell
1,638
-900
-35% -$448K 0.67% 23
2025
Q1 		$953K Sell
2,538
-197
-7% -$74K 0.85% 22
2024
Q4 		$1.15M Buy
+2,735
New +$1.15M 1.03% 20