Weekly recap: wallet trims Microsoft, adds Alphabet, IBP and P&G

This week the tracked wallet trimmed Big Tech and leaned into steady names, echoing a disclosed congressional trade pattern. Sold Microsoft for $32,500.50, easing off a stock that slipped roughly 3% on August 17 as investors weighed heavy AI capital spending against margins. Bought Alphabet for $8,000.50, adding a name whose Google Cloud segment grew 82% year over year on the AI boom. Bought Installed Building Products for $8,000.50, a building-products installer that just posted record second-quarter revenue of $777.8 million. Bought Procter & Gamble for $8,000.50, a consumer-staples staple yielding about 3% for ballast.