EWP
Elevation Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
5,994
-109
| -2% | -$54.2K | 1.18% | 22 |
|
|
2025
Q1 | $2.29M | Sell |
6,103
-294
| -5% | -$110K | 0.99% | 27 |
|
|
2024
Q4 | $2.7M | Sell |
6,397
-55
| -0.9% | -$23.2K | 1.14% | 20 |
|
|
2024
Q3 | $2.78M | Sell |
6,452
-689
| -10% | -$296K | 1.19% | 19 |
|
|
2024
Q2 | $3.19M | Buy |
7,141
+19
| +0.3% | +$8.49K | 1.51% | 15 |
|
|
2024
Q1 | $3M | Sell |
7,122
-1,969
| -22% | -$828K | 1.5% | 15 |
|
|
2023
Q4 | $2.87M | Buy |
9,091
+7,179
| +375% | +$2.27M | 1.72% | 12 |
|
|
2023
Q3 | $604K | Hold |
1,912
| – | – | 0.52% | 27 |
|
|
2023
Q2 | $651K | Sell |
1,912
-326
| -15% | -$111K | 0.55% | 28 |
|
|
2023
Q1 | $645K | Buy |
+2,238
| New | +$645K | 0.59% | 28 |
|