FWM
Foguth Wealth Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.12M | Buy |
4,265
+524
| +14% | +$261K | 0.45% | 46 |
|
2025
Q1 | $1.4M | Sell |
3,741
-86
| -2% | -$32.3K | 0.34% | 51 |
|
2024
Q4 | $1.7M | Sell |
3,827
-118
| -3% | -$52.4K | 0.45% | 50 |
|
2024
Q3 | $1.64M | Sell |
3,945
-268
| -6% | -$111K | 0.59% | 42 |
|
2024
Q2 | $1.88M | Buy |
4,213
+195
| +5% | +$87.2K | 0.83% | 30 |
|
2024
Q1 | $1.69M | Buy |
+4,018
| New | +$1.69M | 0.91% | 33 |
|