DWMS
Dominguez Wealth Management Solutions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
2,253
+194
| +9% | +$96.5K | 0.78% | 26 |
|
|
2025
Q1 | $773K | Buy |
2,059
+237
| +13% | +$89K | 0.57% | 34 |
|
|
2024
Q4 | $768K | Buy |
1,822
+103
| +6% | +$43.4K | 0.56% | 33 |
|
|
2024
Q3 | $740K | Hold |
1,719
| – | – | 0.54% | 35 |
|
|
2024
Q2 | $768K | Hold |
1,719
| – | – | 0.58% | 33 |
|
|
2024
Q1 | $723K | Buy |
1,719
+2
| +0.1% | +$841 | 0.57% | 35 |
|
|
2023
Q4 | $646K | Hold |
1,717
| – | – | 0.54% | 33 |
|
|
2023
Q3 | $542K | Buy |
1,717
+97
| +6% | +$30.6K | 0.5% | 37 |
|
|
2023
Q2 | $552K | Buy |
1,620
+7
| +0.4% | +$2.38K | 0.48% | 36 |
|
|
2023
Q1 | $465K | Buy |
1,613
+326
| +25% | +$94K | 0.43% | 40 |
|
|
2022
Q4 | $309K | Buy |
+1,287
| New | +$309K | 0.31% | 47 |
|