DWM
Dopkins Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Hold |
2,538
| – | – | 0.57% | 37 |
|
|
2025
Q1 | $953K | Buy |
2,538
+20
| +0.8% | +$7.51K | 0.48% | 38 |
|
|
2024
Q4 | $1.06M | Buy |
2,518
+218
| +9% | +$91.9K | 0.54% | 39 |
|
|
2024
Q3 | $990K | Sell |
2,300
-374
| -14% | -$161K | 0.8% | 17 |
|
|
2024
Q2 | $1.2M | Buy |
2,674
+158
| +6% | +$70.6K | 0.73% | 21 |
|
|
2024
Q1 | $1.06M | Buy |
2,516
+201
| +9% | +$84.6K | 0.64% | 22 |
|
|
2023
Q4 | $871K | Sell |
2,315
-201
| -8% | -$75.6K | 0.68% | 20 |
|
|
2023
Q3 | $794K | Buy |
2,516
+1,401
| +126% | +$442K | 0.6% | 21 |
|
|
2023
Q2 | $380K | Hold |
1,115
| – | – | 0.34% | 29 |
|
|
2023
Q1 | $321K | Hold |
1,115
| – | – | 0.3% | 31 |
|
|
2022
Q4 | $267K | Hold |
1,115
| – | – | 0.24% | 34 |
|
|
2022
Q3 | $260K | Hold |
1,115
| – | – | 0.29% | 33 |
|
|
2022
Q2 | $286K | Hold |
1,115
| – | – | 0.31% | 30 |
|
|
2022
Q1 | $344K | Hold |
1,115
| – | – | 0.37% | 28 |
|
|
2021
Q4 | $375K | Buy |
+1,115
| New | +$375K | 0.37% | 27 |
|