FWM
Forefront Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
21,903
-117
| -0.5% | -$58.2K | 8.73% | 1 |
|
|
2025
Q1 | $8.27M | Sell |
22,020
-108
| -0.5% | -$40.5K | 7.65% | 1 |
|
|
2024
Q4 | $9.33M | Buy |
+22,128
| New | +$9.33M | 8.59% | 1 |
|
|
2023
Q3 | $6.88M | Buy |
21,796
+14
| +0.1% | +$4.42K | 9.65% | 1 |
|
|
2023
Q2 | $7.42M | Sell |
21,782
-110
| -0.5% | -$37.5K | 9.8% | 1 |
|
|
2023
Q1 | $6.31M | Buy |
21,892
+5
| +0% | +$1.44K | 8.25% | 2 |
|
|
2022
Q4 | $5.25M | Buy |
21,887
+101
| +0.5% | +$24.2K | 7.07% | 2 |
|
|
2022
Q3 | $5.07M | Sell |
21,786
-574
| -3% | -$134K | 7.07% | 2 |
|
|
2022
Q2 | $5.76M | Sell |
22,360
-89
| -0.4% | -$22.9K | 7.76% | 1 |
|
|
2022
Q1 | $6.92M | Buy |
22,449
+928
| +4% | +$286K | 6.85% | 2 |
|
|
2021
Q4 | $7.24M | Buy |
+21,521
| New | +$7.24M | 6.91% | 3 |
|