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Vestia Personal Wealth Advisors’s Microsoft MSFT Stock Holding History

Vestia Personal Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.28M Buy
2,577
+181
+8% +$90K 0.88% 24
2025
Q1 		$899K Sell
2,396
-95
-4% -$35.7K 0.71% 27
2024
Q4 		$1.05M Buy
2,491
+334
+15% +$141K 0.86% 25
2024
Q3 		$928K Buy
2,157
+116
+6% +$49.9K 0.87% 24
2024
Q2 		$912K Buy
+2,041
New +$912K 0.97% 21