DWM
Drive Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
26,919
+571
| +2% | +$284K | 2.93% | 7 |
|
|
2025
Q1 | $9.89M | Buy |
26,348
+1,116
| +4% | +$419K | 2.32% | 9 |
|
|
2024
Q4 | $10.6M | Buy |
25,232
+455
| +2% | +$192K | 2.61% | 7 |
|
|
2024
Q3 | $10.7M | Buy |
24,777
+318
| +1% | +$137K | 2.78% | 6 |
|
|
2024
Q2 | $10.9M | Buy |
24,459
+542
| +2% | +$242K | 2.95% | 6 |
|
|
2024
Q1 | $10.1M | Sell |
23,917
-361
| -1% | -$152K | 2.82% | 6 |
|
|
2023
Q4 | $9.13M | Buy |
24,278
+1,075
| +5% | +$404K | 2.94% | 5 |
|
|
2023
Q3 | $7.33M | Buy |
23,203
+389
| +2% | +$123K | 2.68% | 5 |
|
|
2023
Q2 | $7.77M | Buy |
22,814
+3,945
| +21% | +$1.34M | 2.88% | 5 |
|
|
2023
Q1 | $5.44M | Buy |
18,869
+173
| +0.9% | +$49.9K | 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% | +$411K | 2.58% | 6 |
|
|
2022
Q2 | $2.54M | Buy |
9,879
+2,394
| +32% | +$615K | 2.32% | 5 |
|
|
2022
Q1 | $2.31M | Buy |
7,485
+2,089
| +39% | +$644K | 1.95% | 8 |
|
|
2021
Q4 | $1.82M | Buy |
+5,396
| New | +$1.82M | 1.6% | 10 |
|