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Whipplewood Advisors’s Microsoft MSFT Stock Holding History

Whipplewood Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.18M Buy
8,411
+194
+2% +$96.5K 2.3% 4
2025
Q1 		$3.14M Sell
8,217
-591
-7% -$226K 1.86% 6
2024
Q4 		$3.71M Buy
+8,808
New +$3.71M 2.11% 5