GBWM
Granite Bay Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.41M | Sell |
18,925
-22
| -0.1% | -$10.9K | 3.02% | 10 |
|
|
2025
Q1 | $7.11M | Buy |
18,947
+1,510
| +9% | +$567K | 2.47% | 13 |
|
|
2024
Q4 | $7.35M | Buy |
+17,437
| New | +$7.35M | 2.72% | 13 |
|
|
2024
Q3 | – | Sell |
-15,744
| Closed | -$7.04M | – | 60 |
|
|
2024
Q2 | $7.04M | Buy |
15,744
+2,284
| +17% | +$1.02M | 3.77% | 9 |
|
|
2024
Q1 | $5.66M | Sell |
13,460
-838,703
| -98% | -$353M | 3.22% | 11 |
|
|
2023
Q4 | $304M | Buy |
852,163
+123,866
| +17% | +$44.1M | 2.72% | 14 |
|
|
2023
Q3 | $240M | Buy |
+728,297
| New | +$240M | 2.36% | 12 |
|
|
2023
Q2 | – | Sell |
-7,477
| Closed | -$2.16M | – | 63 |
|
|
2023
Q1 | $2.16M | Buy |
7,477
+1,095
| +17% | +$316K | 1.51% | 14 |
|
|
2022
Q4 | $1.53M | Sell |
6,382
-467
| -7% | -$112K | 1% | 15 |
|
|
2022
Q3 | $1.6M | Sell |
6,849
-100
| -1% | -$23.3K | 1.28% | 13 |
|
|
2022
Q2 | $1.79M | Sell |
6,949
-98
| -1% | -$25.2K | 1.38% | 14 |
|
|
2022
Q1 | $2.17M | Buy |
7,047
+141
| +2% | +$43.5K | 1.76% | 10 |
|
|
2021
Q4 | $2.32M | Buy |
+6,906
| New | +$2.32M | 2.29% | 11 |
|