DWP
Destiny Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
34,507
+4,971
| +17% | +$2.47M | 2.31% | 7 |
|
|
2025
Q1 | $11.1M | Buy |
29,536
+1,434
| +5% | +$538K | 1.76% | 15 |
|
|
2024
Q4 | $11.8M | Buy |
28,102
+1,168
| +4% | +$492K | 1.93% | 13 |
|
|
2024
Q3 | $11.6M | Sell |
26,934
-3,973
| -13% | -$1.71M | 2.03% | 12 |
|
|
2024
Q2 | $13.8M | Buy |
30,907
+1,280
| +4% | +$572K | 2.48% | 9 |
|
|
2024
Q1 | $12.5M | Sell |
29,627
-92
| -0.3% | -$38.7K | 2.23% | 10 |
|
|
2023
Q4 | $10.9M | Buy |
29,719
+207
| +0.7% | +$76.2K | 2.05% | 11 |
|
|
2023
Q3 | $9.32M | Buy |
29,512
+2,031
| +7% | +$641K | 1.88% | 17 |
|
|
2023
Q2 | $9.45M | Sell |
27,481
-1,529
| -5% | -$526K | 1.81% | 15 |
|
|
2023
Q1 | $8.36M | Buy |
29,010
+10,396
| +56% | +$3M | 1.73% | 17 |
|
|
2022
Q4 | $4.46M | Sell |
18,614
-359
| -2% | -$86.1K | 0.97% | 32 |
|
|
2022
Q3 | $4.42M | Buy |
18,973
+386
| +2% | +$89.9K | 0.99% | 34 |
|
|
2022
Q2 | $4.77M | Buy |
18,587
+2,094
| +13% | +$538K | 1.05% | 34 |
|
|
2022
Q1 | $5.09M | Sell |
16,493
-298
| -2% | -$91.9K | 0.99% | 34 |
|
|
2021
Q4 | $5.65M | Buy |
16,791
+1,285
| +8% | +$432K | 1.09% | 38 |
|
|
2021
Q3 | $4.37M | Sell |
15,506
-5,096
| -25% | -$1.44M | 0.88% | 45 |
|
|
2021
Q2 | $5.58M | Buy |
20,602
+4,237
| +26% | +$1.15M | 1.07% | 35 |
|
|
2021
Q1 | $3.86M | Buy |
16,365
+1,088
| +7% | +$256K | 0.8% | 45 |
|
|
2020
Q4 | $3.4M | Buy |
+15,277
| New | +$3.4M | 0.71% | 45 |
|