Twin City Private Wealth’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.28M Sell
6,592
-641
-9% -$319K 2.68% 4
2025
Q1
$2.72M Buy
7,233
+578
+9% +$217K 2.39% 6
2024
Q4
$2.8M Sell
6,655
-11
-0.2% -$4.64K 2.48% 6
2024
Q3
$2.87M Buy
6,666
+418
+7% +$180K 2.49% 5
2024
Q2
$2.79M Buy
6,248
+403
+7% +$180K 2.64% 4
2024
Q1
$2.46M Buy
+5,845
New +$2.46M 2.42% 5