Tru Independence Asset Management 2’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	$2.6M	Buy	7,017 +3,270	+87%	+$1.37M	1.6%	20
2025 Q4	$1.81M	Hold	3,747	–	–	1.13%	27
2025 Q3	$1.94M	Sell	3,747 -20	-0.5%	-$10.2K	1.28%	24
2025 Q2	$1.87M	Sell	3,767 -386	-9%	-$168K	1.28%	24
2025 Q1	$1.56M	Sell	4,153 -397	-9%	-$162K	1.17%	25
2024 Q4	$1.92M	Buy	4,550 +126	+3%	+$53.7K	1.6%	20
2024 Q3	$1.9M	Buy	+4,424	New	+$1.89M	1.6%	19
2023 Q1	$7.85M	Buy	+27,245	New	+$6.95M	7.89%	1
2022 Q3	$2.8M	Buy	12,018 +790	+7%	+$209K	2.97%	10
2022 Q2	$2.88M	Sell	11,228 -5,938	-35%	-$1.61M	2.37%	11
2022 Q1	$5.29M	Sell	17,166 -6,267	-27%	-$1.89M	3.04%	7
2021 Q4	$7.88M	Buy	23,433 +2,846	+14%	+$923K	4.18%	7
2021 Q3	$5.8M	Buy	20,587 +1,658	+9%	+$482K	4.12%	6
2021 Q2	$5.13M	Buy	18,929 +3,616	+24%	+$919K	3.5%	7
2021 Q1	$3.61M	Buy	15,313 +2,510	+20%	+$582K	2.86%	11
2020 Q4	$2.85M	Buy	+12,803	New	+$2.75M	2.4%	9