AWM
Aspire Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.32M | Buy |
3,075
+2
| +0.1% | +$861 | 0.71% | 30 |
|
|
2024
Q2 | $1.37M | Sell |
3,073
-6
| -0.2% | -$2.68K | 0.79% | 30 |
|
|
2024
Q1 | $1.3M | Sell |
3,079
-16
| -0.5% | -$6.73K | 0.78% | 28 |
|
|
2023
Q4 | $1.16M | Buy |
3,095
+39
| +1% | +$14.7K | 0.79% | 27 |
|
|
2023
Q3 | $965K | Sell |
3,056
-123
| -4% | -$38.8K | 0.73% | 32 |
|
|
2023
Q2 | $1.08M | Buy |
3,179
+1
| +0% | +$341 | 0.82% | 27 |
|
|
2023
Q1 | $916K | Buy |
3,178
+48
| +2% | +$13.8K | 0.74% | 31 |
|
|
2022
Q4 | $751K | Sell |
3,130
-1
| -0% | -$240 | 0.65% | 37 |
|
|
2022
Q3 | $729K | Sell |
3,131
-78
| -2% | -$18.2K | 0.69% | 36 |
|
|
2022
Q2 | $824K | Buy |
3,209
+66
| +2% | +$16.9K | 0.76% | 31 |
|
|
2022
Q1 | $969K | Buy |
3,143
+288
| +10% | +$88.8K | 0.77% | 33 |
|
|
2021
Q4 | $960K | Buy |
+2,855
| New | +$960K | 0.78% | 37 |
|