FWM
Fortress Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-521
| Closed | -$225K | – | 74 |
|
|
2024
Q3 | $225K | Sell |
521
-373
| -42% | -$161K | 0.11% | 66 |
|
|
2024
Q2 | $400K | Buy |
894
+208
| +30% | +$93K | 0.2% | 53 |
|
|
2024
Q1 | $289K | Buy |
+686
| New | +$289K | 0.15% | 58 |
|
|
2022
Q2 | – | Sell |
-1,404
| Closed | -$433K | – | 63 |
|
|
2022
Q1 | $433K | Buy |
1,404
+150
| +12% | +$46.3K | 0.33% | 37 |
|
|
2021
Q4 | $422K | Buy |
+1,254
| New | +$422K | 0.32% | 36 |
|