GWM
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Global Wealth Management’s Microsoft MSFT Stock Holding History

Global Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$856K Buy
1,701
+3
+0.2% +$1.51K 0.47% 19
2025
Q1 		$638K Buy
1,698
+3
+0.2% +$1.13K 0.37% 20
2024
Q4 		$714K Buy
1,695
+3
+0.2% +$1.26K 0.46% 20
2024
Q3 		$728K Buy
+1,692
New +$728K 0.49% 16