EWM
Elmwood Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
6,444
+8
| +0.1% | +$3.98K | 1.27% | 28 |
|
|
2025
Q1 | $2.42M | Sell |
6,436
-124
| -2% | -$46.5K | 0.99% | 41 |
|
|
2024
Q4 | $2.77M | Buy |
6,560
+225
| +4% | +$94.8K | 1.12% | 34 |
|
|
2024
Q3 | $2.73M | Buy |
6,335
+2,182
| +53% | +$939K | 1.12% | 36 |
|
|
2024
Q2 | $1.86M | Sell |
4,153
-25
| -0.6% | -$11.2K | 0.83% | 45 |
|
|
2024
Q1 | $1.76M | Buy |
4,178
+158
| +4% | +$66.5K | 0.75% | 52 |
|
|
2023
Q4 | $1.51M | Sell |
4,020
-3,062
| -43% | -$1.15M | 1.06% | 26 |
|
|
2023
Q3 | $2.24M | Sell |
7,082
-6
| -0.1% | -$1.9K | 1.08% | 30 |
|
|
2023
Q2 | $2.41M | Sell |
7,088
-310
| -4% | -$106K | 1.13% | 32 |
|
|
2023
Q1 | $2.13M | Sell |
7,398
-13
| -0.2% | -$3.75K | 1.01% | 30 |
|
|
2022
Q4 | $1.78M | Buy |
7,411
+150
| +2% | +$36K | 0.89% | 35 |
|
|
2022
Q3 | $1.69M | Buy |
7,261
+140
| +2% | +$32.6K | 0.84% | 38 |
|
|
2022
Q2 | $1.83M | Sell |
7,121
-190
| -3% | -$48.8K | 1.04% | 37 |
|
|
2022
Q1 | $2.25M | Buy |
7,311
+291
| +4% | +$89.7K | 1.15% | 34 |
|
|
2021
Q4 | $2.36M | Buy |
+7,020
| New | +$2.36M | 1.13% | 32 |
|
|
2021
Q2 | $1.71M | Sell |
6,328
-83
| -1% | -$22.5K | 0.9% | 37 |
|
|
2021
Q1 | $1.51M | Buy |
+6,411
| New | +$1.51M | 0.92% | 39 |
|
|
2020
Q3 | $1.09M | Hold |
5,350
| – | – | 0.88% | 36 |
|
|
2020
Q2 | $1.09M | Sell |
5,350
-550
| -9% | -$112K | 0.88% | 36 |
|
|
2020
Q1 | $538K | Buy |
5,900
+230
| +4% | +$21K | 0.51% | 65 |
|
|
2019
Q4 | $894K | Sell |
5,670
-77
| -1% | -$12.1K | 0.78% | 58 |
|
|
2019
Q3 | $799K | Hold |
5,747
| – | – | 0.81% | 52 |
|
|
2019
Q2 | $770K | Sell |
5,747
-50
| -0.9% | -$6.7K | 0.68% | 57 |
|
|
2019
Q1 | $684K | Sell |
5,797
-2,337
| -29% | -$276K | 0.63% | 57 |
|
|
2018
Q4 | $826K | Buy |
8,134
+501
| +7% | +$50.9K | 0.8% | 47 |
|
|
2018
Q3 | $873K | Buy |
7,633
+1,900
| +33% | +$217K | 0.72% | 51 |
|
|
2018
Q2 | $565K | Sell |
5,733
-167
| -3% | -$16.5K | 0.51% | 68 |
|
|
2018
Q1 | $538K | Buy |
+5,900
| New | +$538K | 0.51% | 65 |
|