FW
FirstPurpose Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.15M | Buy |
7,438
+133
| +2% | +$56.3K | 1.14% | 16 |
|
|
2023
Q4 | $2.75M | Buy |
7,305
+1,484
| +25% | +$558K | 1.05% | 16 |
|
|
2023
Q3 | $1.84M | Sell |
5,821
-31
| -0.5% | -$9.79K | 0.79% | 23 |
|
|
2023
Q2 | $1.99M | Sell |
5,852
-497
| -8% | -$169K | 0.85% | 23 |
|
|
2023
Q1 | $1.83M | Buy |
6,349
+159
| +3% | +$45.8K | 0.9% | 22 |
|
|
2022
Q4 | $1.48M | Buy |
6,190
+362
| +6% | +$86.8K | 0.83% | 21 |
|
|
2022
Q3 | $1.36M | Buy |
5,828
+780
| +15% | +$182K | 0.89% | 24 |
|
|
2022
Q2 | $1.3M | Buy |
5,048
+560
| +12% | +$144K | 0.87% | 24 |
|
|
2022
Q1 | $1.38M | Buy |
4,488
+483
| +12% | +$149K | 1.08% | 19 |
|
|
2021
Q4 | $1.35M | Buy |
+4,005
| New | +$1.35M | 0.85% | 19 |
|