FWM
Finer Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
29,509
-127
| -0.4% | -$63.2K | 7.85% | 1 |
|
|
2025
Q1 | $11.1M | Buy |
29,636
+174
| +0.6% | +$65.3K | 6.67% | 3 |
|
|
2024
Q4 | $12.4M | Buy |
29,462
+662
| +2% | +$279K | 7.12% | 2 |
|
|
2024
Q3 | $12.4M | Buy |
28,800
+733
| +3% | +$315K | 7.65% | 3 |
|
|
2024
Q2 | $12.5M | Buy |
28,067
+201
| +0.7% | +$89.8K | 8.09% | 3 |
|
|
2024
Q1 | $11.7M | Buy |
27,866
+393
| +1% | +$165K | 7.7% | 2 |
|
|
2023
Q4 | $10.3M | Buy |
27,473
+260
| +1% | +$97.8K | 7.7% | 2 |
|
|
2023
Q3 | $8.59M | Buy |
27,213
+631
| +2% | +$199K | 6.87% | 3 |
|
|
2023
Q2 | $9.05M | Sell |
26,582
-344
| -1% | -$117K | 7.07% | 2 |
|
|
2023
Q1 | $7.76M | Buy |
26,926
+1,882
| +8% | +$543K | 6.56% | 2 |
|
|
2022
Q4 | $6.01M | Sell |
25,044
-641
| -2% | -$154K | 5.62% | 3 |
|
|
2022
Q3 | $5.98M | Sell |
25,685
-28
| -0.1% | -$6.52K | 5.89% | 3 |
|
|
2022
Q2 | $6.6M | Sell |
25,713
-875
| -3% | -$225K | 6.03% | 2 |
|
|
2022
Q1 | $8.2M | Buy |
26,588
+547
| +2% | +$169K | 6.69% | 2 |
|
|
2021
Q4 | $8.76M | Buy |
+26,041
| New | +$8.76M | 7.27% | 2 |
|