Wealth Enhancement & Preservation of GA’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.06M Buy
2023
Q1
$829K Buy
2022
Q4
$687K Buy
2022
Q3
$489K Sell
2022
Q2
$1.23M Sell
2022
Q1
$1.57M Buy
2021
Q4
$1.68M Buy
2021
Q3
$1.4M Sell
2021
Q2
$1.35M Buy
2021
Q1
$1.19M Sell
2020
Q4
$1.04M Buy
2020
Q3
$853K Buy
2020
Q2
$671K Sell
2020
Q1
$783K Sell
2019
Q4
$1.91M Buy