DWP
Daymark Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148M | Sell |
297,828
-3,353
| -1% | -$1.67M | 5.64% | 3 |
|
|
2025
Q1 | $113M | Sell |
301,181
-92,292
| -23% | -$34.6M | 4.86% | 3 |
|
|
2024
Q4 | $126M | Buy |
393,473
+1,087
| +0.3% | +$348K | 5.32% | 3 |
|
|
2024
Q3 | $128M | Buy |
392,386
+342
| +0.1% | +$112K | 5.42% | 3 |
|
|
2024
Q2 | $133M | Buy |
392,044
+21,688
| +6% | +$7.35M | 6.09% | 3 |
|
|
2024
Q1 | $116M | Buy |
370,356
+1,286
| +0.3% | +$403K | 6.24% | 2 |
|
|
2023
Q4 | $103M | Sell |
369,070
-1,588
| -0.4% | -$444K | 6.33% | 2 |
|
|
2023
Q3 | $87.1M | Buy |
370,658
+139,841
| +61% | +$32.9M | 6% | 2 |
|
|
2023
Q2 | $78.6M | Buy |
230,817
+100,821
| +78% | +$34.3M | 5.84% | 2 |
|
|
2023
Q1 | $37.5M | Buy |
129,996
+20,050
| +18% | +$5.78M | 4.97% | 3 |
|
|
2022
Q4 | $26.4M | Buy |
+109,946
| New | +$26.4M | 4.66% | 3 |
|