DWMG
DB Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $773K | Buy |
2,057
+1
| +0% | +$376 | 0.44% | 44 |
|
|
2023
Q3 | $649K | Sell |
2,056
-50
| -2% | -$15.8K | 0.41% | 43 |
|
|
2023
Q2 | $717K | Sell |
2,106
-4
| -0.2% | -$1.36K | 0.44% | 47 |
|
|
2023
Q1 | $608K | Hold |
2,110
| – | – | 0.38% | 48 |
|
|
2022
Q4 | $506K | Buy |
2,110
+1
| +0% | +$240 | 0.33% | 53 |
|
|
2022
Q3 | $491K | Sell |
2,109
-4
| -0.2% | -$931 | 0.35% | 51 |
|
|
2022
Q2 | $543K | Hold |
2,113
| – | – | 0.37% | 53 |
|
|
2022
Q1 | $651K | Hold |
2,113
| – | – | 0.39% | 52 |
|
|
2021
Q4 | $711K | Sell |
2,113
-2
| -0.1% | -$673 | 0.42% | 54 |
|
|
2021
Q3 | $596K | Hold |
2,115
| – | – | 0.38% | 54 |
|
|
2021
Q2 | $573K | Hold |
2,115
| – | – | 0.37% | 56 |
|
|
2021
Q1 | $499K | Hold |
2,115
| – | – | 0.34% | 56 |
|
|
2020
Q4 | $470K | Buy |
+2,115
| New | +$470K | 0.35% | 56 |
|