AWM
Abound Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
6,022
+391
| +7% | +$194K | 0.85% | 22 |
|
|
2025
Q1 | $2.11M | Sell |
5,631
-13
| -0.2% | -$4.88K | 0.71% | 21 |
|
|
2024
Q4 | $2.38M | Buy |
5,644
+16
| +0.3% | +$6.74K | 0.76% | 20 |
|
|
2024
Q3 | $2.42M | Sell |
5,628
-20
| -0.4% | -$8.61K | 0.8% | 18 |
|
|
2024
Q2 | $2.52M | Buy |
5,648
+35
| +0.6% | +$15.6K | 0.93% | 18 |
|
|
2024
Q1 | $2.36M | Buy |
5,613
+14
| +0.3% | +$5.89K | 0.9% | 17 |
|
|
2023
Q4 | $2.11M | Sell |
5,599
-79
| -1% | -$29.7K | 0.84% | 16 |
|
|
2023
Q3 | $1.79M | Buy |
5,678
+295
| +5% | +$93.1K | 0.76% | 18 |
|
|
2023
Q2 | $1.83M | Buy |
5,383
+421
| +8% | +$143K | 0.77% | 18 |
|
|
2023
Q1 | $1.43M | Buy |
4,962
+391
| +9% | +$113K | 0.64% | 22 |
|
|
2022
Q4 | $1.1M | Buy |
4,571
+189
| +4% | +$45.3K | 0.54% | 23 |
|
|
2022
Q3 | $1.02M | Buy |
4,382
+579
| +15% | +$135K | 0.55% | 23 |
|
|
2022
Q2 | $977K | Sell |
3,803
-41
| -1% | -$10.5K | 0.54% | 25 |
|
|
2022
Q1 | $1.19M | Buy |
3,844
+294
| +8% | +$90.7K | 0.85% | 20 |
|
|
2021
Q4 | $1.19M | Buy |
+3,550
| New | +$1.19M | 0.94% | 17 |
|