4WM
4J Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
5,055
+25
| +0.5% | +$12.4K | 1.7% | 14 |
|
|
2025
Q1 | $1.89M | Buy |
5,030
+548
| +12% | +$206K | 1.49% | 18 |
|
|
2024
Q4 | $1.89M | Sell |
4,482
-144
| -3% | -$60.7K | 1.53% | 14 |
|
|
2024
Q3 | $1.99M | Sell |
4,626
-97
| -2% | -$41.7K | 1.54% | 16 |
|
|
2024
Q2 | $2.11M | Sell |
4,723
-35
| -0.7% | -$15.6K | 1.75% | 14 |
|
|
2024
Q1 | $2M | Sell |
4,758
-129
| -3% | -$54.3K | 1.73% | 14 |
|
|
2023
Q4 | $1.84M | Sell |
4,887
-263
| -5% | -$98.9K | 1.68% | 15 |
|
|
2023
Q3 | $1.63M | Sell |
5,150
-54
| -1% | -$17.1K | 1.62% | 16 |
|
|
2023
Q2 | $1.77M | Sell |
5,204
-169
| -3% | -$57.6K | 1.72% | 15 |
|
|
2023
Q1 | $1.55M | Sell |
5,373
-171
| -3% | -$49.3K | 1.66% | 15 |
|
|
2022
Q4 | $1.33M | Buy |
5,544
+62
| +1% | +$14.9K | 1.54% | 15 |
|
|
2022
Q3 | $1.28M | Sell |
5,482
-163
| -3% | -$38K | 1.63% | 16 |
|
|
2022
Q2 | $1.45M | Buy |
5,645
+208
| +4% | +$53.4K | 1.82% | 15 |
|
|
2022
Q1 | $1.68M | Buy |
5,437
+5
| +0.1% | +$1.54K | 1.47% | 16 |
|
|
2021
Q4 | $1.83M | Sell |
5,432
-57
| -1% | -$19.2K | 1.54% | 16 |
|
|
2021
Q3 | $1.55M | Buy |
5,489
+44
| +0.8% | +$12.4K | 1.34% | 20 |
|
|
2021
Q2 | $1.48M | Sell |
5,445
-14
| -0.3% | -$3.79K | 1.29% | 21 |
|
|
2021
Q1 | $1.29M | Buy |
5,459
+169
| +3% | +$39.8K | 1.2% | 25 |
|
|
2020
Q4 | $1.18M | Buy |
+5,290
| New | +$1.18M | 1.13% | 26 |
|