GJWM
Gilliland Jeter Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
20,756
-533
| -3% | -$265K | 3.36% | 5 |
|
|
2025
Q1 | $7.99M | Sell |
21,289
-1,799
| -8% | -$675K | 2.83% | 8 |
|
|
2024
Q4 | $9.73M | Sell |
23,088
-31
| -0.1% | -$13.1K | 3.28% | 6 |
|
|
2024
Q3 | $9.95M | Sell |
23,119
-41
| -0.2% | -$17.6K | 3.21% | 4 |
|
|
2024
Q2 | $10.4M | Sell |
23,160
-505
| -2% | -$226K | 3.49% | 3 |
|
|
2024
Q1 | $9.96M | Sell |
23,665
-403
| -2% | -$170K | 3.47% | 3 |
|
|
2023
Q4 | $9.05M | Buy |
+24,068
| New | +$9.05M | 3.74% | 2 |
|