FIM
FWL Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
31,556
+114
| +0.4% | +$56.7K | 4.8% | 2 |
|
|
2025
Q1 | $11.8M | Sell |
31,442
-20
| -0.1% | -$7.51K | 4.39% | 6 |
|
|
2024
Q4 | $13.3M | Buy |
31,462
+1,032
| +3% | +$435K | 4.83% | 2 |
|
|
2024
Q3 | $13.1M | Buy |
30,430
+6,228
| +26% | +$2.68M | 5.02% | 1 |
|
|
2024
Q2 | $10.8M | Sell |
24,202
-980
| -4% | -$438K | 5.45% | 2 |
|
|
2024
Q1 | $10.6M | Sell |
25,182
-852
| -3% | -$358K | 5.84% | 1 |
|
|
2023
Q4 | $9.79M | Sell |
26,034
-1,672
| -6% | -$629K | 5.7% | 1 |
|
|
2023
Q3 | $8.75M | Sell |
27,706
-170
| -0.6% | -$53.7K | 5.87% | 5 |
|
|
2023
Q2 | $9.49M | Buy |
27,876
+62
| +0.2% | +$21.1K | 6.48% | 2 |
|
|
2023
Q1 | $8.02M | Sell |
27,814
-1,914
| -6% | -$552K | 5.91% | 5 |
|
|
2022
Q4 | $7.13M | Buy |
29,728
+1,399
| +5% | +$336K | 5.4% | 5 |
|
|
2022
Q3 | $6.6M | Buy |
28,329
+3,827
| +16% | +$891K | 5.83% | 5 |
|
|
2022
Q2 | $6.29M | Sell |
24,502
-1,002
| -4% | -$257K | 4.57% | 4 |
|
|
2022
Q1 | $7.86M | Sell |
25,504
-1,967
| -7% | -$606K | 4.86% | 6 |
|
|
2021
Q4 | $9.24M | Sell |
27,471
-200
| -0.7% | -$67.3K | 5.64% | 5 |
|
|
2021
Q3 | $7.8M | Sell |
27,671
-714
| -3% | -$201K | 4.91% | 6 |
|
|
2021
Q2 | $7.69M | Buy |
28,385
+3,281
| +13% | +$889K | 4.67% | 7 |
|
|
2021
Q1 | $5.92M | Buy |
25,104
+1,631
| +7% | +$385K | 3.99% | 7 |
|
|
2020
Q4 | $5.22M | Buy |
+23,473
| New | +$5.22M | 4% | 8 |
|