Wela Strategies’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$504K Hold
2025
Q2
$484K Sell
2025
Q1
$386K Buy
2024
Q4
Sell
2024
Q3
$439K Hold
2024
Q2
$456K Buy
2024
Q1
$284K Buy
2023
Q4
$245K Buy