EWM
Echo Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
3,146
-288
| -8% | -$143K | 0.96% | 21 |
|
|
2025
Q1 | $1.29M | Buy |
3,434
+105
| +3% | +$39.4K | 0.87% | 22 |
|
|
2024
Q4 | $1.4M | Sell |
3,329
-10
| -0.3% | -$4.22K | 0.97% | 24 |
|
|
2024
Q3 | $1.39M | Sell |
3,339
-110
| -3% | -$45.9K | 0.97% | 23 |
|
|
2024
Q2 | $1.54M | Buy |
3,449
+1,161
| +51% | +$519K | 1.16% | 23 |
|
|
2024
Q1 | $963K | Buy |
+2,288
| New | +$963K | 0.8% | 26 |
|
|
2021
Q2 | – | Sell |
-872
| Closed | -$206K | – | 54 |
|
|
2021
Q1 | $206K | Sell |
872
-100
| -10% | -$23.6K | 0.26% | 56 |
|
|
2020
Q4 | $216K | Buy |
+972
| New | +$216K | 0.28% | 49 |
|