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Wellington Wealth Strategies’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$4.8M Buy
+11,696
New +$4.8M 4.37% 4
2024
Q2
Sell
-15,272
Closed -$6.43M 136
2024
Q1
$6.43M Buy
+15,272
New +$6.43M 2.99% 5