TriaGen Wealth Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.24M	Sell	6,053 -391	-6%	-$164K	0.61%	40
2025 Q4	$3.12M	Buy	6,444 +40	+0.6%	+$20K	0.81%	25
2025 Q3	$3.32M	Sell	6,404 -71	-1%	-$36.2K	0.87%	23
2025 Q2	$3.22M	Buy	6,475 +1,540	+31%	+$669K	0.98%	25
2025 Q1	$1.85M	Sell	4,935 -503	-9%	-$205K	0.65%	47
2024 Q4	$2.29M	Hold	5,438	–	–	0.77%	30
2024 Q3	$2.34M	Buy	5,438 +589	+12%	+$252K	0.78%	29
2024 Q2	$2.17M	Sell	4,849 -74	-2%	-$31.3K	0.84%	34
2024 Q1	$2.07M	Sell	4,923 -26	-0.5%	-$10.5K	0.86%	36
2023 Q4	$1.86M	Sell	4,949 -55	-1%	-$19.6K	0.89%	38
2023 Q3	$1.58M	Hold	5,004	–	–	0.81%	44
2023 Q2	$1.7M	Buy	5,004 +93	+2%	+$29.1K	0.78%	46
2023 Q1	$1.42M	Buy	4,911 +101	+2%	+$25.8K	0.71%	49
2022 Q4	$1.15M	Buy	4,810 +543	+13%	+$130K	0.64%	45
2022 Q3	$994K	Sell	4,267 -41	-1%	-$10.8K	0.55%	48
2022 Q2	$1.11M	Sell	4,308 -478	-10%	-$130K	0.79%	36
2022 Q1	$1.48M	Sell	4,786 -144	-3%	-$43.3K	0.77%	49
2021 Q4	$1.66M	Hold	4,930	–	–	0.82%	47
2021 Q3	$1.39M	Sell	4,930 -10	-0.2%	-$2.91K	0.76%	51
2021 Q2	$1.41M	Sell	4,940 -166	-3%	-$42.2K	0.73%	52
2021 Q1	$1.2M	Sell	5,106 -20	-0.4%	-$4.64K	0.69%	50
2020 Q4	$1.14M	Buy	+5,126	New	+$1.1M	0.67%	52