FWM
Foresight Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,266
| Closed | -$2.16M | – | 70 |
|
|
2022
Q3 | $2.16M | Sell |
9,266
-27
| -0.3% | -$6.29K | 0.49% | 16 |
|
|
2022
Q2 | $2.39M | Buy |
9,293
+529
| +6% | +$136K | 0.49% | 17 |
|
|
2022
Q1 | $2.7M | Buy |
8,764
+337
| +4% | +$104K | 0.5% | 18 |
|
|
2021
Q4 | $2.83M | Buy |
8,427
+302
| +4% | +$102K | 0.04% | 19 |
|
|
2021
Q3 | $2.29M | Sell |
8,125
-60
| -0.7% | -$16.9K | 0.46% | 21 |
|
|
2021
Q2 | $2.22M | Buy |
8,185
+60
| +0.7% | +$16.3K | 0.49% | 22 |
|
|
2021
Q1 | $1.92M | Sell |
8,125
-167
| -2% | -$39.4K | 0.49% | 24 |
|
|
2020
Q4 | $1.84M | Sell |
8,292
-813
| -9% | -$181K | 0.49% | 23 |
|
|
2020
Q3 | $1.92M | Sell |
9,105
-320
| -3% | -$67.3K | 0.64% | 19 |
|
|
2020
Q2 | $1.92M | Buy |
9,425
+496
| +6% | +$101K | 0.87% | 20 |
|
|
2020
Q1 | $1.41M | Sell |
8,929
-238
| -3% | -$37.5K | 0.97% | 23 |
|
|
2019
Q4 | $1.45M | Buy |
9,167
+311
| +4% | +$49.1K | 0.89% | 23 |
|
|
2019
Q3 | $1.23M | Buy |
8,856
+218
| +3% | +$30.3K | 0.89% | 25 |
|
|
2019
Q2 | $1.16M | Buy |
8,638
+351
| +4% | +$47K | 0.87% | 27 |
|
|
2019
Q1 | $977K | Buy |
8,287
+367
| +5% | +$43.3K | 0.85% | 28 |
|
|
2018
Q4 | $804K | Buy |
+7,920
| New | +$804K | 0.85% | 31 |
|