FWM
FFT Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
2,679
+154
| +6% | +$80.2K | 0.27% | 41 |
|
|
2025
Q1 | $948K | Sell |
2,525
-12,020
| -83% | -$4.51M | 0.2% | 53 |
|
|
2024
Q4 | $6.13M | Buy |
14,545
+1,381
| +10% | +$582K | 0.46% | 27 |
|
|
2024
Q3 | $5.66M | Buy |
13,164
+2,341
| +22% | +$1.01M | 0.43% | 32 |
|
|
2024
Q2 | $4.84M | Buy |
10,823
+182
| +2% | +$81.3K | 0.43% | 29 |
|
|
2024
Q1 | $4.48M | Buy |
10,641
+1,363
| +15% | +$573K | 0.39% | 30 |
|
|
2023
Q4 | $3.49M | Buy |
9,278
+1,174
| +14% | +$441K | 0.3% | 30 |
|
|
2023
Q3 | $2.56M | Buy |
8,104
+133
| +2% | +$42K | 0.33% | 26 |
|
|
2023
Q2 | $2.71M | Buy |
7,971
+8
| +0.1% | +$2.72K | 0.34% | 26 |
|
|
2023
Q1 | $2.3M | Sell |
7,963
-58
| -0.7% | -$16.7K | 0.29% | 28 |
|
|
2022
Q4 | $1.92M | Sell |
8,021
-30
| -0.4% | -$7.2K | 0.25% | 28 |
|
|
2022
Q3 | $1.88M | Buy |
8,051
+5,412
| +205% | +$1.26M | 0.26% | 27 |
|
|
2022
Q2 | $678K | Buy |
2,639
+278
| +12% | +$71.4K | 0.08% | 28 |
|
|
2022
Q1 | $728K | Buy |
2,361
+32
| +1% | +$9.87K | 0.07% | 32 |
|
|
2021
Q4 | $783K | Buy |
2,329
+355
| +18% | +$119K | 0.07% | 33 |
|
|
2021
Q3 | $557K | Sell |
1,974
-356
| -15% | -$100K | 0.05% | 47 |
|
|
2021
Q2 | $631K | Buy |
+2,330
| New | +$631K | 0.14% | 21 |
|
|
2017
Q1 | – | Sell |
-5,500
| Closed | -$342K | – | 94 |
|
|
2016
Q4 | $342K | Buy |
5,500
+500
| +10% | +$31.1K | 0.08% | 64 |
|
|
2016
Q3 | $287K | Buy |
5,000
+1,000
| +25% | +$57.4K | 0.12% | 55 |
|
|
2016
Q2 | $206K | Buy |
+4,000
| New | +$206K | 0.08% | 60 |
|