DWAM
Duncan Williams Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.78M | Buy |
19,666
+1,182
| +6% | +$588K | 3.09% | 5 |
|
|
2025
Q1 | $6.94M | Buy |
18,484
+1,099
| +6% | +$413K | 2.51% | 9 |
|
|
2024
Q4 | $7.33M | Buy |
17,385
+601
| +4% | +$253K | 2.89% | 7 |
|
|
2024
Q3 | $7.22M | Buy |
16,784
+1,470
| +10% | +$633K | 3.98% | 5 |
|
|
2024
Q2 | $6.84M | Sell |
15,314
-1,292
| -8% | -$577K | 5.77% | 4 |
|
|
2024
Q1 | $6.99M | Buy |
+16,606
| New | +$6.99M | 6.3% | 4 |
|