Wipfli Financial Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$18.4M Buy
79,109
+77,147
+3,932% +$18M 1.3% 14
2022
Q2
$504K Sell
1,962
-981
-33% -$252K 0.05% 55
2022
Q1
$907K Buy
2,943
+2,244
+321% +$692K 0.09% 41
2021
Q4
$235K Buy
+699
New +$235K 0.03% 44