Twelve Points 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	Buy	6,052 +928	+18%	+$388K	0.49%	43
2025 Q4	$2.46M	Sell	5,124 -213	-4%	-$107K	0.55%	35
2025 Q3	$2.76M	Hold	5,337	–	–	0.69%	31
2025 Q2	$2.65M	Buy	5,337 +196	+4%	+$85.1K	0.71%	34
2025 Q1	$1.93M	Buy	5,141 +179	+4%	+$73K	0.52%	41
2024 Q4	$2.09M	Sell	4,962 -488	-9%	-$208K	0.6%	36
2024 Q3	$2.35M	Buy	5,450 +14	+0.3%	+$5.99K	0.74%	30
2024 Q2	$2.43M	Sell	5,436 -224	-4%	-$94.6K	0.85%	22
2024 Q1	$2.38M	Sell	5,660 -169	-3%	-$68.4K	0.87%	20
2023 Q4	$2.19M	Buy	5,829 +213	+4%	+$75.8K	1.04%	18
2023 Q3	$1.77M	Sell	5,616 -363	-6%	-$120K	0.88%	30
2023 Q2	$2.04M	Sell	5,979 -23	-0.4%	-$7.21K	1.08%	20
2023 Q1	$1.73M	Sell	6,002 -421	-7%	-$107K	0.99%	22
2022 Q4	$1.54M	Buy	6,423 +826	+15%	+$198K	1.05%	20
2022 Q3	$1.3M	Buy	5,597 +71	+1%	+$18.7K	1.01%	21
2022 Q2	$1.42M	Sell	5,526 -11	-0.2%	-$2.98K	1.09%	19
2022 Q1	$1.71M	Sell	5,537 -233	-4%	-$70.1K	1.28%	11
2021 Q4	$1.94M	Buy	+5,770	New	+$1.87M	1.57%	8