AWM
Ariadne Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
8,541
-143
| -2% | -$74.4K | 2.13% | 12 |
|
|
2025
Q1 | $3.81M | Buy |
8,684
+81
| +0.9% | +$35.5K | 1.99% | 13 |
|
|
2024
Q4 | $3.55M | Buy |
8,603
+544
| +7% | +$224K | 1.62% | 13 |
|
|
2024
Q3 | $3.43M | Buy |
8,059
+453
| +6% | +$193K | 1.87% | 12 |
|
|
2024
Q2 | $3.4M | Buy |
+7,606
| New | +$3.4M | 2.63% | 9 |
|