DWM
Dechtman Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.79M | Sell |
8,985
-6
| -0.1% | -$2.53K | 0.73% | 13 |
|
|
2024
Q3 | $3.87M | Buy |
8,991
+282
| +3% | +$121K | 0.79% | 14 |
|
|
2024
Q2 | $3.89M | Buy |
8,709
+82
| +1% | +$36.6K | 0.87% | 12 |
|
|
2024
Q1 | $3.63M | Sell |
8,627
-114
| -1% | -$48K | 0.85% | 13 |
|
|
2023
Q4 | $3.29M | Buy |
8,741
+482
| +6% | +$181K | 0.86% | 13 |
|
|
2023
Q3 | $2.61M | Buy |
8,259
+3,330
| +68% | +$1.05M | 0.77% | 11 |
|
|
2023
Q2 | $1.68M | Buy |
+4,929
| New | +$1.68M | 0.5% | 10 |
|