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Yardley Wealth Management’s Microsoft MSFT Stock Holding History

Yardley Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$418K Sell
841
-39
-4% -$19.4K 0.23% 30
2025
Q1 		$330K Sell
880
-2,094
-70% -$785K 0.19% 34
2024
Q4 		$1.26M Buy
2,974
+2,094
+238% +$890K 0.61% 23
2024
Q3 		$379K Buy
+880
New +$379K 0.22% 32