FWS
FinDec Wealth Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
1,009
-89
| -8% | -$44.2K | 0.52% | 18 |
|
|
2025
Q1 | $412K | Sell |
1,098
-736
| -40% | -$276K | 0.41% | 30 |
|
|
2024
Q4 | $773K | Sell |
1,834
-1,574
| -46% | -$663K | 0.54% | 26 |
|
|
2024
Q3 | $1.47M | Buy |
3,408
+24
| +0.7% | +$10.3K | 0.85% | 28 |
|
|
2024
Q2 | $1.51M | Sell |
3,384
-5
| -0.1% | -$2.24K | 0.95% | 27 |
|
|
2024
Q1 | $1.43M | Buy |
3,389
+237
| +8% | +$99.7K | 0.9% | 29 |
|
|
2023
Q4 | $1.19M | Buy |
3,152
+1,477
| +88% | +$555K | 0.79% | 27 |
|
|
2023
Q3 | $529K | Buy |
1,675
+24
| +1% | +$7.58K | 0.38% | 32 |
|
|
2023
Q2 | $562K | Buy |
1,651
+34
| +2% | +$11.6K | 0.39% | 32 |
|
|
2023
Q1 | $466K | Buy |
1,617
+73
| +5% | +$21.1K | 0.35% | 34 |
|
|
2022
Q4 | $370K | Buy |
+1,544
| New | +$370K | 0.31% | 35 |
|