FWM
ForthRight Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
2,142
| – | – | 0.33% | 29 |
|
|
2025
Q1 | $804K | Sell |
2,142
-15
| -0.7% | -$5.63K | 0.27% | 33 |
|
|
2024
Q4 | $909K | Sell |
2,157
-21
| -1% | -$8.85K | 0.3% | 33 |
|
|
2024
Q3 | $937K | Buy |
2,178
+49
| +2% | +$21.1K | 0.31% | 31 |
|
|
2024
Q2 | $952K | Hold |
2,129
| – | – | 0.34% | 31 |
|
|
2024
Q1 | $896K | Sell |
2,129
-75
| -3% | -$31.6K | 0.32% | 32 |
|
|
2023
Q4 | $829K | Sell |
2,204
-20
| -0.9% | -$7.52K | 0.32% | 31 |
|
|
2023
Q3 | $702K | Sell |
2,224
-87
| -4% | -$27.5K | 0.3% | 32 |
|
|
2023
Q2 | $787K | Sell |
2,311
-155
| -6% | -$52.8K | 0.33% | 31 |
|
|
2023
Q1 | $711K | Buy |
2,466
+512
| +26% | +$148K | 0.33% | 29 |
|
|
2022
Q4 | $469K | Buy |
1,954
+216
| +12% | +$51.8K | 0.24% | 31 |
|
|
2022
Q3 | $405K | Buy |
1,738
+375
| +28% | +$87.4K | 0.24% | 31 |
|
|
2022
Q2 | $350K | Hold |
1,363
| – | – | 0.19% | 33 |
|
|
2022
Q1 | $420K | Buy |
1,363
+140
| +11% | +$43.1K | 0.22% | 30 |
|
|
2021
Q4 | $411K | Sell |
1,223
-89
| -7% | -$29.9K | 0.22% | 29 |
|
|
2021
Q3 | $370K | Buy |
1,312
+212
| +19% | +$59.8K | 0.22% | 29 |
|
|
2021
Q2 | $298K | Buy |
1,100
+1
| +0.1% | +$271 | 0.19% | 29 |
|
|
2021
Q1 | $259K | Buy |
1,099
+1
| +0.1% | +$236 | 0.18% | 30 |
|
|
2020
Q4 | $244K | Buy |
+1,098
| New | +$244K | 0.19% | 26 |
|