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Wingate Wealth Advisors’s Microsoft MSFT Stock Holding History

Wingate Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$949K Buy
1,908
+127
+7% +$63.2K 0.85% 43
2025
Q1 		$669K Sell
1,781
-587
-25% -$220K 0.77% 46
2024
Q4 		$998K Buy
+2,368
New +$998K 0.98% 29