EWM
EPG Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.84M | Sell |
15,769
-5,026
| -24% | -$2.5M | 2.36% | 8 |
|
|
2025
Q1 | $7.81M | Buy |
20,795
+397
| +2% | +$149K | 2.17% | 7 |
|
|
2024
Q4 | $8.6M | Sell |
20,398
-481
| -2% | -$203K | 2.27% | 7 |
|
|
2024
Q3 | $8.98M | Buy |
+20,879
| New | +$8.98M | 2.27% | 8 |
|
|
2024
Q2 | – | Sell |
-21,471
| Closed | -$9.03M | – | 8 |
|
|
2024
Q1 | $9.03M | Buy |
21,471
+11
| +0.1% | +$4.63K | 2.21% | 8 |
|
|
2023
Q4 | $8.72M | Buy |
21,460
+70
| +0.3% | +$28.4K | 2.29% | 8 |
|
|
2023
Q3 | $6.75M | Buy |
21,390
+418
| +2% | +$132K | 2.04% | 8 |
|
|
2023
Q2 | $7.14M | Buy |
20,972
+492
| +2% | +$168K | 2.11% | 8 |
|
|
2023
Q1 | $5.9M | Buy |
20,480
+2,164
| +12% | +$624K | 1.86% | 8 |
|
|
2022
Q4 | $4.39M | Sell |
18,316
-181
| -1% | -$43.4K | 1.67% | 10 |
|
|
2022
Q3 | $4.31M | Sell |
18,497
-85
| -0.5% | -$19.8K | 1.77% | 10 |
|
|
2022
Q2 | $4.77M | Sell |
18,582
-1,447
| -7% | -$372K | 2.04% | 8 |
|
|
2022
Q1 | $6.18M | Buy |
20,029
+1,019
| +5% | +$314K | 2.14% | 8 |
|
|
2021
Q4 | $6.39M | Buy |
19,010
+1,797
| +10% | +$604K | 2.25% | 8 |
|
|
2021
Q3 | $4.85M | Buy |
17,213
+492
| +3% | +$139K | 1.95% | 8 |
|
|
2021
Q2 | $4.53M | Buy |
16,721
+992
| +6% | +$269K | 1.92% | 9 |
|
|
2021
Q1 | $3.71M | Buy |
15,729
+192
| +1% | +$45.3K | 1.8% | 10 |
|
|
2020
Q4 | $3.46M | Buy |
15,537
+298
| +2% | +$66.3K | 2.07% | 8 |
|
|
2020
Q3 | $3.21M | Buy |
15,239
+50
| +0.3% | +$10.5K | 2.37% | 7 |
|
|
2020
Q2 | $3.09M | Sell |
15,189
-664
| -4% | -$135K | 2.19% | 7 |
|
|
2020
Q1 | $2.5M | Buy |
15,853
+1,735
| +12% | +$274K | 1.84% | 8 |
|
|
2019
Q4 | $2.23M | Buy |
+14,118
| New | +$2.23M | 1.63% | 15 |
|