GWM
Gitterman Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Sell |
11,241
-5
| -0% | -$2.49K | 1.3% | 10 |
|
|
2025
Q1 | $4.22M | Buy |
11,246
+27
| +0.2% | +$10.1K | 1.12% | 11 |
|
|
2024
Q4 | $4.73M | Sell |
11,219
-616
| -5% | -$260K | 1.98% | 6 |
|
|
2024
Q3 | $5.09M | Sell |
11,835
-162
| -1% | -$69.7K | 2.12% | 6 |
|
|
2024
Q2 | $5.36M | Sell |
11,997
-23
| -0.2% | -$10.3K | 2.07% | 6 |
|
|
2024
Q1 | $5.06M | Sell |
12,020
-1,040
| -8% | -$438K | 1.96% | 6 |
|
|
2023
Q4 | $4.91M | Sell |
13,060
-28
| -0.2% | -$10.5K | 2.19% | 4 |
|
|
2023
Q3 | $4.13M | Buy |
13,088
+753
| +6% | +$238K | 1.96% | 4 |
|
|
2023
Q2 | $4.2M | Buy |
12,335
+500
| +4% | +$170K | 1.96% | 4 |
|
|
2023
Q1 | $3.41M | Hold |
11,835
| – | – | 1.62% | 5 |
|
|
2022
Q4 | $2.84M | Sell |
11,835
-94
| -0.8% | -$22.5K | 1.42% | 6 |
|
|
2022
Q3 | $2.78M | Buy |
11,929
+319
| +3% | +$74.3K | 2.87% | 4 |
|
|
2022
Q2 | $2.98M | Sell |
11,610
-880
| -7% | -$226K | 2.79% | 4 |
|
|
2022
Q1 | $3.85M | Buy |
12,490
+783
| +7% | +$241K | 3.1% | 4 |
|
|
2021
Q4 | $3.94M | Hold |
11,707
| – | – | 2.92% | 4 |
|
|
2021
Q3 | $3.3M | Sell |
11,707
-300
| -2% | -$84.6K | 2.65% | 5 |
|
|
2021
Q2 | $3.25M | Buy |
12,007
+300
| +3% | +$81.3K | 2.63% | 6 |
|
|
2021
Q1 | $2.76M | Buy |
+11,707
| New | +$2.76M | 1.78% | 9 |
|