UFA
MSFT icon

Uptown Financial Advisors’s Microsoft MSFT Stock Holding History

Uptown Financial Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$935K Buy
1,879
+2
+0.1% +$995 0.8% 24
2025
Q1 		$705K Buy
1,877
+186
+11% +$69.8K 0.72% 29
2024
Q4 		$713K Buy
+1,691
New +$713K 0.77% 25