Varenne Capital Partners’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-69,105	Closed	-$30.9M	–	15
2024 Q2	$30.9M	Buy	69,105 +2,903	+4%	+$1.3M	7.8%	6
2024 Q1	$27.9M	Sell	66,202 -5,948	-8%	-$2.5M	4.37%	9
2023 Q4	$27.1M	Buy	+72,150	New	+$27.1M	8.11%	4