Williams Financial’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$352K	Buy	+708	New	+$352K	0.38%	8
2021 Q3	–	Sell	-3,041	Closed	-$823K	–	46
2021 Q2	$823K	Buy	3,041 +22	+0.7%	+$5.95K	0.67%	21
2021 Q1	$712K	Buy	+3,019	New	+$712K	0.61%	21