FWI
Facet Wealth Inc’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
10,314
+4,963
| +93% | +$2.65M | 0.13% | 48 |
|
|
2025
Q1 | $2.33M | Buy |
5,351
+109
| +2% | +$47.5K | 0.06% | 54 |
|
|
2024
Q4 | $2.15M | Sell |
5,242
-1,858
| -26% | -$761K | 0.06% | 55 |
|
|
2024
Q3 | $2.91M | Buy |
7,100
+805
| +13% | +$330K | 0.08% | 48 |
|
|
2024
Q2 | $2.66M | Sell |
6,295
-141
| -2% | -$59.6K | 0.08% | 48 |
|
|
2024
Q1 | $2.66M | Buy |
6,436
+955
| +17% | +$395K | 0.09% | 47 |
|
|
2023
Q4 | $2.22M | Buy |
5,481
+1,464
| +36% | +$594K | 0.09% | 44 |
|
|
2023
Q3 | $1.36M | Sell |
4,017
-281
| -7% | -$95K | 0.07% | 50 |
|
|
2023
Q2 | $1.41M | Buy |
4,298
+999
| +30% | +$327K | 0.07% | 42 |
|
|
2023
Q1 | $951K | Sell |
3,299
-412
| -11% | -$119K | 0.06% | 40 |
|
|
2022
Q4 | $976K | Sell |
3,711
-461
| -11% | -$121K | 0.06% | 35 |
|
|
2022
Q3 | $951K | Buy |
4,172
+697
| +20% | +$159K | 0.07% | 38 |
|
|
2022
Q2 | $892K | Sell |
3,475
-1,638
| -32% | -$420K | 0.08% | 43 |
|
|
2022
Q1 | $1.58M | Buy |
5,113
+317
| +7% | +$97.7K | 0.14% | 34 |
|
|
2021
Q4 | $1.61M | Buy |
4,796
+3,524
| +277% | +$1.19M | 0.15% | 36 |
|
|
2021
Q3 | $359K | Buy |
1,272
+513
| +68% | +$145K | 0.04% | 45 |
|
|
2021
Q2 | $205K | Buy |
+759
| New | +$205K | 0.03% | 53 |
|