AWM
Act Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
2,737
-130
| -5% | -$64.7K | 0.58% | 19 |
|
|
2025
Q1 | $1.08M | Sell |
2,867
-124
| -4% | -$46.6K | 0.49% | 19 |
|
|
2024
Q4 | $1.26M | Sell |
2,991
-4
| -0.1% | -$1.69K | 0.59% | 17 |
|
|
2024
Q3 | $1.29M | Sell |
2,995
-627
| -17% | -$270K | 0.57% | 16 |
|
|
2024
Q2 | $1.62M | Buy |
3,622
+164
| +5% | +$73.3K | 0.8% | 14 |
|
|
2024
Q1 | $1.45M | Sell |
3,458
-114
| -3% | -$48K | 0.73% | 13 |
|
|
2023
Q4 | $1.34M | Sell |
3,572
-15
| -0.4% | -$5.64K | 0.72% | 13 |
|
|
2023
Q3 | $1.13M | Sell |
3,587
-705
| -16% | -$223K | 0.76% | 12 |
|
|
2023
Q2 | $1.46M | Sell |
4,292
-238
| -5% | -$81.1K | 0.82% | 13 |
|
|
2023
Q1 | $1.31M | Buy |
4,530
+103
| +2% | +$29.7K | 0.78% | 13 |
|
|
2022
Q4 | $1.06M | Buy |
4,427
+575
| +15% | +$138K | 0.67% | 13 |
|
|
2022
Q3 | $897K | Sell |
3,852
-118
| -3% | -$27.5K | 0.64% | 14 |
|
|
2022
Q2 | $1.02M | Buy |
3,970
+2
| +0.1% | +$514 | 0.67% | 12 |
|
|
2022
Q1 | $1.22M | Sell |
3,968
-129
| -3% | -$39.8K | 0.7% | 13 |
|
|
2021
Q4 | $1.38M | Buy |
4,097
+34
| +0.8% | +$11.4K | 0.79% | 9 |
|
|
2021
Q3 | $1.1M | Hold |
4,063
| – | – | 0.68% | 10 |
|
|
2021
Q2 | $1.1M | Buy |
4,063
+6
| +0.1% | +$1.63K | 0.68% | 10 |
|
|
2021
Q1 | $957K | Sell |
4,057
-294
| -7% | -$69.4K | 0.62% | 10 |
|
|
2020
Q4 | $968K | Buy |
+4,351
| New | +$968K | 0.62% | 9 |
|