DWM
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Drive Wealth Management’s Microsoft MSFT Stock Holding History

Drive Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11M Buy
29,817
+1,131
+4% +$473K 2.33% 7
2025
Q4 		$13.9M Buy
28,686
+916
+3% +$459K 2.71% 7
2025
Q3 		$14.4M Buy
27,770
+851
+3% +$434K 3.05% 6
2025
Q2 		$13.4M Buy
26,919
+571
+2% +$248K 2.93% 7
2025
Q1 		$9.89M Buy
26,348
+1,116
+4% +$455K 2.32% 9
2024
Q4 		$10.6M Buy
25,232
+455
+2% +$194K 2.61% 7
2024
Q3 		$10.7M Buy
24,777
+318
+1% +$136K 2.78% 6
2024
Q2 		$10.9M Buy
24,459
+542
+2% +$229K 2.95% 6
2024
Q1 		$10.1M Sell
23,917
-361
-1% -$146K 2.82% 6
2023
Q4 		$9.13M Buy
24,278
+1,075
+5% +$383K 2.94% 5
2023
Q3 		$7.33M Buy
23,203
+389
+2% +$129K 2.68% 5
2023
Q2 		$7.77M Buy
22,814
+3,945
+21% +$1.24M 2.88% 5
2023
Q1 		$5.44M Buy
18,869
+173
+0.9% +$44.1K 2.28% 7
2022
Q4 		$4.48M Buy
18,696
+7,050
+61% +$1.69M 2.24% 9
2022
Q3 		$2.71M Buy
11,646
+1,767
+18% +$467K 2.58% 6
2022
Q2 		$2.54M Buy
9,879
+2,394
+32% +$650K 2.32% 5
2022
Q1 		$2.31M Buy
7,485
+2,089
+39% +$628K 1.95% 8
2021
Q4 		$1.81M Buy
+5,396
New +$1.75M 1.6% 10

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