1WM
1900 Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Sell |
10,224
-2,066
| -17% | -$1.03M | 0.38% | 44 |
|
|
2025
Q1 | $4.61M | Buy |
12,290
+2,150
| +21% | +$807K | 0.38% | 47 |
|
|
2024
Q4 | $4.27M | Buy |
10,140
+294
| +3% | +$124K | 0.36% | 49 |
|
|
2024
Q3 | $4.24M | Sell |
9,846
-2
| -0% | -$861 | 0.36% | 49 |
|
|
2024
Q2 | $4.4M | Sell |
9,848
-32
| -0.3% | -$14.3K | 0.41% | 46 |
|
|
2024
Q1 | $4.16M | Sell |
9,880
-3,218
| -25% | -$1.35M | 0.38% | 51 |
|
|
2023
Q4 | $4.93M | Sell |
13,098
-949
| -7% | -$357K | 0.45% | 50 |
|
|
2023
Q3 | $4.44M | Buy |
14,047
+2,629
| +23% | +$830K | 0.44% | 56 |
|
|
2023
Q2 | $3.89M | Buy |
11,418
+983
| +9% | +$335K | 0.4% | 55 |
|
|
2023
Q1 | $2.57M | Buy |
10,435
+609
| +6% | +$150K | 0.28% | 66 |
|
|
2022
Q4 | $2.36M | Buy |
9,826
+178
| +2% | +$42.7K | 0.26% | 72 |
|
|
2022
Q3 | $2.25M | Buy |
9,648
+120
| +1% | +$27.9K | 0.26% | 72 |
|
|
2022
Q2 | $2.45M | Buy |
9,528
+70
| +0.7% | +$18K | 0.27% | 71 |
|
|
2022
Q1 | $2.92M | Buy |
9,458
+1,620
| +21% | +$499K | 0.28% | 68 |
|
|
2021
Q4 | $2.64M | Buy |
7,838
+955
| +14% | +$321K | 0.24% | 73 |
|
|
2021
Q3 | $1.94M | Buy |
6,883
+15
| +0.2% | +$4.23K | 0.19% | 87 |
|
|
2021
Q2 | $1.86M | Buy |
6,868
+742
| +12% | +$201K | 0.18% | 80 |
|
|
2021
Q1 | $1.45K | Buy |
6,126
+3,294
| +116% | +$777 | 0.11% | 85 |
|
|
2020
Q4 | $630K | Buy |
+2,832
| New | +$630K | 0.07% | 98 |
|