Wernau Asset Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.37M Sell
12,797
-984
-7% -$489K 4.42% 4
2025
Q1
$5.17M Sell
13,781
-37
-0.3% -$13.9K 4.04% 4
2024
Q4
$5.82M Buy
+13,818
New +$5.82M 4.34% 4