DWM
Defined Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
3,931
+138
| +4% | +$68.6K | 1.21% | 25 |
|
|
2025
Q1 | $1.42M | Buy |
3,793
+77
| +2% | +$28.9K | 0.96% | 28 |
|
|
2024
Q4 | $1.57M | Buy |
3,716
+160
| +4% | +$67.4K | 1.04% | 28 |
|
|
2024
Q3 | $1.53M | Buy |
3,556
+150
| +4% | +$64.5K | 0.99% | 29 |
|
|
2024
Q2 | $1.52M | Buy |
3,406
+167
| +5% | +$74.6K | 1.06% | 28 |
|
|
2024
Q1 | $1.36M | Hold |
3,239
| – | – | 0.98% | 28 |
|
|
2023
Q4 | $1.22M | Buy |
3,239
+54
| +2% | +$20.3K | 0.93% | 31 |
|
|
2023
Q3 | $1.01M | Buy |
3,185
+204
| +7% | +$64.4K | 0.86% | 37 |
|
|
2023
Q2 | $1.02M | Buy |
2,981
+85
| +3% | +$28.9K | 0.86% | 35 |
|
|
2023
Q1 | $835K | Buy |
2,896
+1
| +0% | +$288 | 0.78% | 34 |
|
|
2022
Q4 | $694K | Hold |
2,895
| – | – | 0.65% | 44 |
|
|
2022
Q3 | $674K | Hold |
2,895
| – | – | 0.73% | 34 |
|
|
2022
Q2 | $743K | Hold |
2,895
| – | – | 0.76% | 33 |
|
|
2022
Q1 | $892K | Buy |
2,895
+1
| +0% | +$308 | 0.78% | 29 |
|
|
2021
Q4 | $973K | Hold |
2,894
| – | – | 0.8% | 31 |
|
|
2021
Q3 | $816K | Buy |
2,894
+17
| +0.6% | +$4.79K | 0.72% | 29 |
|
|
2021
Q2 | $779K | Buy |
2,877
+26
| +0.9% | +$7.04K | 0.69% | 29 |
|
|
2021
Q1 | $672K | Hold |
2,851
| – | – | 0.64% | 31 |
|
|
2020
Q4 | $634K | Buy |
+2,851
| New | +$634K | 0.63% | 36 |
|