9WM
9258 Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $19.6M | Buy |
45,630
+628
| +1% | +$270K | 2.9% | 6 |
|
|
2024
Q2 | $20.1M | Sell |
45,002
-251
| -0.6% | -$112K | 3.1% | 6 |
|
|
2024
Q1 | $19M | Sell |
45,253
-238
| -0.5% | -$100K | 2.97% | 5 |
|
|
2023
Q4 | $17.1M | Buy |
45,491
+465
| +1% | +$175K | 3.01% | 6 |
|
|
2023
Q3 | $14.2M | Sell |
45,026
-179
| -0.4% | -$56.5K | 2.76% | 7 |
|
|
2023
Q2 | $15.4M | Sell |
45,205
-588
| -1% | -$200K | 2.9% | 5 |
|
|
2023
Q1 | $13.2M | Buy |
45,793
+373
| +0.8% | +$108K | 2.67% | 6 |
|
|
2022
Q4 | $10.9M | Sell |
45,420
-1,410
| -3% | -$338K | 2.36% | 8 |
|
|
2022
Q3 | $10.9M | Sell |
46,830
-1,702
| -4% | -$396K | 2.79% | 3 |
|
|
2022
Q2 | $12.5M | Buy |
48,532
+819
| +2% | +$210K | 3.2% | 3 |
|
|
2022
Q1 | $14.7M | Buy |
47,713
+356
| +0.8% | +$110K | 3.41% | 4 |
|
|
2021
Q4 | $15.9M | Sell |
47,357
-123
| -0.3% | -$41.4K | 3.65% | 4 |
|
|
2021
Q3 | $13.4M | Buy |
47,480
+276
| +0.6% | +$77.8K | 3.57% | 4 |
|
|
2021
Q2 | $12.8M | Buy |
47,204
+2,716
| +6% | +$736K | 3.44% | 5 |
|
|
2021
Q1 | $10.5M | Sell |
44,488
-135
| -0.3% | -$31.8K | 3.15% | 5 |
|
|
2020
Q4 | $9.93M | Buy |
44,623
+496
| +1% | +$110K | 3.24% | 5 |
|
|
2020
Q3 | $8.93M | Buy |
44,127
+8,294
| +23% | +$1.68M | 3.38% | 4 |
|
|
2020
Q2 | $7.29M | Buy |
35,833
+257
| +0.7% | +$52.3K | 2.95% | 4 |
|
|
2020
Q1 | $6.19M | Sell |
35,576
-89
| -0.2% | -$15.5K | 2.72% | 5 |
|
|
2019
Q4 | $5.62M | Buy |
35,665
+7,904
| +28% | +$1.25M | 2.06% | 5 |
|
|
2019
Q3 | $3.86M | Buy |
27,761
+157
| +0.6% | +$21.8K | 3.01% | 3 |
|
|
2019
Q2 | $3.7M | Buy |
27,604
+2,641
| +11% | +$354K | 2.98% | 3 |
|
|
2019
Q1 | $2.94M | Sell |
24,963
-4,215
| -14% | -$497K | 2.5% | 3 |
|
|
2018
Q4 | $2.96M | Buy |
+29,178
| New | +$2.96M | 2.86% | 3 |
|