Discipline Wealth Solutions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
3,644
+943
| +35% | +$469K | 0.69% | 27 |
|
|
2025
Q1 | $1.01M | Hold |
2,701
| – | – | 0.48% | 28 |
|
|
2024
Q4 | $1.14M | Buy |
2,701
+42
| +2% | +$17.7K | 0.53% | 28 |
|
|
2024
Q3 | $1.14M | Buy |
2,659
+2,138
| +410% | +$920K | 0.6% | 24 |
|
|
2024
Q2 | $233K | Buy |
+521
| New | +$233K | 0.18% | 25 |
|