FFWM
Future Financial Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Sell |
1,945
-48
| -2% | -$23.9K | 0.66% | 29 |
|
|
2025
Q1 | $748K | Buy |
1,993
+3
| +0.2% | +$1.13K | 0.55% | 35 |
|
|
2024
Q4 | $839K | Hold |
1,990
| – | – | 0.61% | 34 |
|
|
2024
Q3 | $856K | Buy |
1,990
+8
| +0.4% | +$3.44K | 0.61% | 38 |
|
|
2024
Q2 | $886K | Sell |
1,982
-925
| -32% | -$413K | 0.78% | 34 |
|
|
2024
Q1 | $1.22M | Buy |
2,907
+103
| +4% | +$43.3K | 0.94% | 25 |
|
|
2023
Q4 | $1.05M | Hold |
2,804
| – | – | 1.05% | 30 |
|
|
2023
Q3 | $885K | Buy |
2,804
+7
| +0.3% | +$2.21K | 0.98% | 29 |
|
|
2023
Q2 | $952K | Buy |
2,797
+154
| +6% | +$52.4K | 1% | 29 |
|
|
2023
Q1 | $759K | Buy |
2,643
+133
| +5% | +$38.2K | 0.84% | 33 |
|
|
2022
Q4 | $602K | Buy |
2,510
+400
| +19% | +$95.9K | 0.69% | 47 |
|
|
2022
Q3 | $542K | Buy |
2,110
+37
| +2% | +$9.5K | 0.62% | 52 |
|
|
2022
Q2 | $639K | Hold |
2,073
| – | – | 0.62% | 56 |
|
|
2022
Q1 | $639K | Sell |
2,073
-1,431
| -41% | -$441K | 0.53% | 56 |
|
|
2021
Q4 | $1.17M | Buy |
3,504
+93
| +3% | +$31.1K | 0.94% | 27 |
|
|
2021
Q3 | $924K | Hold |
3,411
| – | – | 0.95% | 37 |
|
|
2021
Q2 | $924K | Buy |
3,411
+187
| +6% | +$50.7K | 0.95% | 37 |
|
|
2021
Q1 | $760K | Sell |
3,224
-729
| -18% | -$172K | 0.87% | 34 |
|
|
2020
Q4 | $879K | Buy |
+3,953
| New | +$879K | 1.01% | 28 |
|