FWM
FMA Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Hold |
1,088
| – | – | 0.4% | 26 |
|
|
2025
Q1 | $432K | Sell |
1,088
-25
| -2% | -$9.93K | 0.33% | 28 |
|
|
2024
Q4 | $469K | Hold |
1,113
| – | – | 0.35% | 29 |
|
|
2024
Q3 | $479K | Sell |
1,113
-100
| -8% | -$43K | 0.35% | 29 |
|
|
2024
Q2 | $542K | Sell |
1,213
-72
| -6% | -$32.2K | 0.44% | 30 |
|
|
2024
Q1 | $540K | Hold |
1,285
| – | – | 0.45% | 29 |
|
|
2023
Q4 | $483K | Buy |
+1,285
| New | +$483K | 0.44% | 28 |
|