FPCG
Forum Private Client Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
1,282
+1
| +0.1% | +$497 | 0.25% | 43 |
|
|
2025
Q1 | $481K | Buy |
1,281
+6
| +0.5% | +$2.25K | 0.21% | 48 |
|
|
2024
Q4 | $537K | Buy |
1,275
+213
| +20% | +$89.8K | 0.24% | 43 |
|
|
2024
Q3 | $457K | Buy |
1,062
+1
| +0.1% | +$430 | 0.2% | 47 |
|
|
2024
Q2 | $474K | Sell |
1,061
-34
| -3% | -$15.2K | 0.23% | 44 |
|
|
2024
Q1 | $461K | Sell |
1,095
-2
| -0.2% | -$841 | 0.22% | 47 |
|
|
2023
Q4 | $412K | Buy |
+1,097
| New | +$412K | 0.22% | 49 |
|
|
2023
Q3 | – | Sell |
-948
| Closed | -$323K | – | 49 |
|
|
2023
Q2 | $323K | Sell |
948
-68
| -7% | -$23.2K | 0.18% | 56 |
|
|
2023
Q1 | $293K | Buy |
1,016
+22
| +2% | +$6.34K | 0.19% | 60 |
|
|
2022
Q4 | $238K | Sell |
994
-7
| -0.7% | -$1.68K | 0.16% | 62 |
|
|
2022
Q3 | $233K | Buy |
1,001
+21
| +2% | +$4.89K | 0.17% | 59 |
|
|
2022
Q2 | $252K | Sell |
980
-42
| -4% | -$10.8K | 0.18% | 58 |
|
|
2022
Q1 | $315K | Buy |
+1,022
| New | +$315K | 0.24% | 51 |
|