FWM
Filbrandt Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $527K | Buy |
1,870
+516
| +38% | +$145K | 0.3% | 18 |
|
|
2021
Q2 | $367K | Sell |
1,354
-1
| -0.1% | -$271 | 0.21% | 24 |
|
|
2021
Q1 | $320K | Buy |
1,355
+37
| +3% | +$8.74K | 0.19% | 23 |
|
|
2020
Q4 | $293K | Sell |
1,318
-6
| -0.5% | -$1.33K | 0.19% | 24 |
|
|
2020
Q3 | $278K | Sell |
1,324
-1,076
| -45% | -$226K | 0.22% | 23 |
|
|
2020
Q2 | $488K | Buy |
2,400
+1,033
| +76% | +$210K | 0.39% | 19 |
|
|
2020
Q1 | $216K | Buy |
1,367
+32
| +2% | +$5.06K | 0.24% | 21 |
|
|
2019
Q4 | $210K | Buy |
+1,335
| New | +$210K | 0.19% | 26 |
|