FWM
FSA Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
4,504
-197
| -4% | -$98K | 0.87% | 13 |
|
|
2025
Q1 | $1.76M | Buy |
4,701
+294
| +7% | +$110K | 0.75% | 13 |
|
|
2024
Q4 | $1.86M | Sell |
4,407
-183
| -4% | -$77.1K | 0.75% | 13 |
|
|
2024
Q3 | $1.98M | Buy |
+4,590
| New | +$1.98M | 0.79% | 13 |
|
|
2024
Q1 | $1.89M | Buy |
4,481
+123
| +3% | +$51.7K | 0.82% | 13 |
|
|
2023
Q4 | $1.64M | Buy |
4,358
+55
| +1% | +$20.7K | 0.78% | 13 |
|
|
2023
Q3 | $1.36M | Buy |
4,303
+222
| +5% | +$70.1K | 0.76% | 14 |
|
|
2023
Q2 | $1.39M | Sell |
4,081
-284
| -7% | -$96.7K | 0.75% | 14 |
|
|
2023
Q1 | $1.26M | Sell |
4,365
-284
| -6% | -$81.9K | 0.73% | 14 |
|
|
2022
Q4 | $1.11M | Buy |
4,649
+204
| +5% | +$48.9K | 0.65% | 16 |
|
|
2022
Q3 | $1.04M | Buy |
+4,445
| New | +$1.04M | 0.72% | 16 |
|
|
2022
Q2 | – | Sell |
-4,115
| Closed | -$1.38M | – | 39 |
|
|
2022
Q1 | $1.38M | Hold |
4,115
| – | – | 0.81% | 16 |
|
|
2021
Q4 | $1.38M | Buy |
4,115
+50
| +1% | +$16.8K | 0.81% | 16 |
|
|
2021
Q3 | $1.15M | Hold |
4,065
| – | – | 0.71% | 19 |
|
|
2021
Q2 | $1.1M | Hold |
4,065
| – | – | 0.69% | 17 |
|
|
2021
Q1 | $958K | Sell |
4,065
-748
| -16% | -$176K | 0.64% | 18 |
|
|
2020
Q4 | $1.07M | Buy |
4,813
+30
| +0.6% | +$6.68K | 0.54% | 17 |
|
|
2020
Q3 | $1.01M | Sell |
4,783
-370
| -7% | -$77.8K | 0.65% | 17 |
|
|
2020
Q2 | $1.05M | Sell |
5,153
-690
| -12% | -$140K | 0.71% | 18 |
|
|
2020
Q1 | $921K | Sell |
5,843
-800
| -12% | -$126K | 0.77% | 17 |
|
|
2019
Q4 | $1.05M | Buy |
+6,643
| New | +$1.05M | 0.74% | 17 |
|