AWM
Allen Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Sell |
1,874
-74
| -4% | -$36.8K | 0.65% | 29 |
|
|
2025
Q1 | $731K | Buy |
1,948
+10
| +0.5% | +$3.75K | 0.5% | 35 |
|
|
2024
Q4 | $817K | Sell |
1,938
-346
| -15% | -$146K | 0.59% | 32 |
|
|
2024
Q3 | $983K | Buy |
2,284
+30
| +1% | +$12.9K | 0.68% | 29 |
|
|
2024
Q2 | $1.01M | Sell |
2,254
-2,122
| -48% | -$948K | 0.9% | 28 |
|
|
2024
Q1 | $1.84M | Sell |
4,376
-491
| -10% | -$207K | 1.62% | 14 |
|
|
2023
Q4 | $1.83M | Buy |
+4,867
| New | +$1.83M | 1.79% | 13 |
|