EWM
Endowment Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
5,230
+541
| +12% | +$269K | 1.34% | 20 |
|
|
2025
Q1 | $1.76M | Sell |
4,689
-11
| -0.2% | -$4.13K | 1.13% | 25 |
|
|
2024
Q4 | $1.98M | Sell |
4,700
-31
| -0.7% | -$13.1K | 1.33% | 19 |
|
|
2024
Q3 | $2.04M | Buy |
4,731
+146
| +3% | +$62.8K | 1.34% | 17 |
|
|
2024
Q2 | $2.05M | Sell |
4,585
-51
| -1% | -$22.8K | 1.49% | 17 |
|
|
2024
Q1 | $1.95M | Buy |
4,636
+469
| +11% | +$197K | 1.46% | 17 |
|
|
2023
Q4 | $1.57M | Buy |
4,167
+1,646
| +65% | +$619K | 1.3% | 20 |
|
|
2023
Q3 | $796K | Buy |
2,521
+26
| +1% | +$8.21K | 0.71% | 36 |
|
|
2023
Q2 | $850K | Buy |
2,495
+36
| +1% | +$12.3K | 0.78% | 30 |
|
|
2023
Q1 | $709K | Buy |
2,459
+11
| +0.4% | +$3.17K | 0.71% | 32 |
|
|
2022
Q4 | $587K | Buy |
2,448
+6
| +0.2% | +$1.44K | 0.65% | 34 |
|
|
2022
Q3 | $569K | Sell |
2,442
-75
| -3% | -$17.5K | 0.69% | 34 |
|
|
2022
Q2 | $646K | Buy |
2,517
+1,275
| +103% | +$327K | 0.78% | 26 |
|
|
2022
Q1 | $383K | Buy |
1,242
+528
| +74% | +$163K | 0.4% | 61 |
|
|
2021
Q4 | $240K | Buy |
+714
| New | +$240K | 0.24% | 88 |
|