FWM
FMB Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
3,419
+105
| +3% | +$52.2K | 0.81% | 25 |
|
|
2025
Q1 | $1.24M | Buy |
3,314
+11
| +0.3% | +$4.13K | 0.69% | 29 |
|
|
2024
Q4 | $1.39M | Sell |
3,303
-60
| -2% | -$25.3K | 0.78% | 26 |
|
|
2024
Q3 | $1.45M | Hold |
3,363
| – | – | 0.82% | 26 |
|
|
2024
Q2 | $1.5M | Buy |
3,363
+88
| +3% | +$39.3K | 1.14% | 23 |
|
|
2024
Q1 | $1.38M | Hold |
3,275
| – | – | 1.1% | 22 |
|
|
2023
Q4 | $1.23M | Buy |
3,275
+2
| +0.1% | +$752 | 1.13% | 20 |
|
|
2023
Q3 | $1.03M | Buy |
3,273
+9
| +0.3% | +$2.84K | 1.11% | 19 |
|
|
2023
Q2 | $1.11M | Buy |
3,264
+7
| +0.2% | +$2.38K | 1.18% | 20 |
|
|
2023
Q1 | $939K | Sell |
3,257
-622
| -16% | -$179K | 1.12% | 19 |
|
|
2022
Q4 | $930K | Buy |
+3,879
| New | +$930K | 1.2% | 21 |
|