AWM
Able Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
2,625
+275
| +12% | +$137K | 0.66% | 37 |
|
|
2025
Q1 | $882K | Buy |
2,350
+87
| +4% | +$32.7K | 0.52% | 45 |
|
|
2024
Q4 | $954K | Buy |
2,263
+156
| +7% | +$65.8K | 0.63% | 42 |
|
|
2024
Q3 | $907K | Sell |
2,107
-20
| -0.9% | -$8.61K | 0.69% | 34 |
|
|
2024
Q2 | $951K | Sell |
2,127
-241
| -10% | -$108K | 0.78% | 33 |
|
|
2024
Q1 | $996K | Buy |
2,368
+77
| +3% | +$32.4K | 0.87% | 24 |
|
|
2023
Q4 | $862K | Buy |
+2,291
| New | +$862K | 0.78% | 26 |
|