4WM
44 Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
39,650
+933
| +2% | +$464K | 6.98% | 2 |
|
|
2025
Q1 | $14.5M | Buy |
38,717
+1,892
| +5% | +$710K | 5.46% | 2 |
|
|
2024
Q4 | $15.5M | Buy |
36,825
+614
| +2% | +$259K | 5.97% | 2 |
|
|
2024
Q3 | $15.4M | Buy |
+36,211
| New | +$15.4M | 5.41% | 2 |
|
|
2023
Q2 | $12.4M | Sell |
36,369
-1,011
| -3% | -$344K | 4.23% | 2 |
|
|
2023
Q1 | $10.8M | Buy |
37,380
+484
| +1% | +$140K | 3.65% | 2 |
|
|
2022
Q4 | $8.85M | Buy |
36,896
+914
| +3% | +$219K | 3.06% | 3 |
|
|
2022
Q3 | $8.38M | Buy |
35,982
+278
| +0.8% | +$64.7K | 3.45% | 3 |
|
|
2022
Q2 | $9.17M | Buy |
35,704
+57
| +0.2% | +$14.6K | 3.55% | 2 |
|
|
2022
Q1 | $11M | Buy |
35,647
+700
| +2% | +$216K | 3.96% | 2 |
|
|
2021
Q4 | $11.8M | Sell |
34,947
-301
| -0.9% | -$101K | 4.08% | 2 |
|
|
2021
Q3 | $9.94M | Sell |
35,248
-717
| -2% | -$202K | 3.8% | 2 |
|
|
2021
Q2 | $9.74M | Buy |
35,965
+187
| +0.5% | +$50.7K | 3.75% | 2 |
|
|
2021
Q1 | $8.44M | Buy |
35,778
+1,088
| +3% | +$257K | 3.53% | 3 |
|
|
2020
Q4 | $7.72M | Buy |
+34,690
| New | +$7.72M | 3.51% | 3 |
|