DWM
Dogwood Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
5,697
+308
| +6% | +$153K | 1.38% | 19 |
|
|
2025
Q1 | $2.02M | Buy |
5,389
+875
| +19% | +$328K | 1.06% | 26 |
|
|
2024
Q4 | $1.9M | Buy |
4,514
+640
| +17% | +$270K | 1.01% | 27 |
|
|
2024
Q3 | $1.67M | Buy |
3,874
+979
| +34% | +$421K | 0.96% | 30 |
|
|
2024
Q2 | $1.29M | Buy |
2,895
+440
| +18% | +$197K | 0.8% | 31 |
|
|
2024
Q1 | $1.03M | Buy |
2,455
+227
| +10% | +$95.5K | 0.7% | 33 |
|
|
2023
Q4 | $838K | Buy |
+2,228
| New | +$838K | 0.65% | 33 |
|