DWM
Diversify Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Buy |
49,308
+1,736
| +4% | +$919K | 1.61% | 7 |
|
|
2025
Q1 | $18.7M | Buy |
47,572
+2,738
| +6% | +$1.08M | 1.39% | 10 |
|
|
2024
Q4 | $18.8M | Buy |
44,834
+11,803
| +36% | +$4.94M | 1.46% | 10 |
|
|
2024
Q3 | $14M | Buy |
33,031
+7,882
| +31% | +$3.35M | 1.35% | 13 |
|
|
2024
Q2 | $9.94M | Buy |
+25,149
| New | +$9.94M | 1.24% | 15 |
|