GWM
Greenwich Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Sell |
54,522
-232
| -0.4% | -$115K | 1.32% | 12 |
|
|
2025
Q1 | $20.6M | Sell |
54,754
-1,353
| -2% | -$508K | 1.56% | 7 |
|
|
2024
Q4 | $23.6M | Buy |
56,107
+2,025
| +4% | +$854K | 1.67% | 7 |
|
|
2024
Q3 | $23.3M | Buy |
54,082
+199
| +0.4% | +$85.6K | 1.58% | 7 |
|
|
2024
Q2 | $24.1M | Sell |
53,883
-93
| -0.2% | -$41.6K | 1.76% | 7 |
|
|
2024
Q1 | $22.7M | Buy |
53,976
+1,245
| +2% | +$524K | 1.81% | 7 |
|
|
2023
Q4 | $19.8M | Buy |
52,731
+523
| +1% | +$197K | 1.96% | 6 |
|
|
2023
Q3 | $16.5M | Sell |
52,208
-71
| -0.1% | -$22.4K | 1.74% | 7 |
|
|
2023
Q2 | $17.8M | Sell |
52,279
-40
| -0.1% | -$13.6K | 1.87% | 7 |
|
|
2023
Q1 | $15.1M | Sell |
52,319
-73
| -0.1% | -$21K | 1.65% | 9 |
|
|
2022
Q4 | $12.6M | Buy |
52,392
+225
| +0.4% | +$54K | 1.38% | 12 |
|
|
2022
Q3 | $12.2M | Buy |
52,167
+362
| +0.7% | +$84.3K | 1.3% | 9 |
|
|
2022
Q2 | $13.3M | Sell |
51,805
-345
| -0.7% | -$88.6K | 1.76% | 9 |
|
|
2022
Q1 | $16.1M | Sell |
52,150
-62
| -0.1% | -$19.1K | 1.64% | 9 |
|
|
2021
Q4 | $17.6M | Buy |
52,212
+18
| +0% | +$6.05K | 1.43% | 9 |
|
|
2021
Q3 | $14.7M | Buy |
52,194
+571
| +1% | +$161K | 1.22% | 10 |
|
|
2021
Q2 | $14M | Buy |
51,623
+2,339
| +5% | +$634K | 1.19% | 11 |
|
|
2021
Q1 | $11.6M | Buy |
49,284
+53
| +0.1% | +$12.5K | 0.93% | 12 |
|
|
2020
Q4 | $11M | Buy |
49,231
+183
| +0.4% | +$40.7K | 0.95% | 12 |
|
|
2020
Q3 | $10.3M | Sell |
49,048
-94
| -0.2% | -$19.8K | 1.85% | 11 |
|
|
2020
Q2 | $10M | Buy |
49,142
+536
| +1% | +$109K | 1.91% | 14 |
|
|
2020
Q1 | $7.67M | Buy |
48,606
+199
| +0.4% | +$31.4K | 1.64% | 14 |
|
|
2019
Q4 | $7.63M | Buy |
48,407
+162
| +0.3% | +$25.5K | 1.54% | 14 |
|
|
2019
Q3 | $6.71M | Sell |
48,245
-5,581
| -10% | -$776K | 1.31% | 17 |
|
|
2019
Q2 | $7.21M | Buy |
53,826
+451
| +0.8% | +$60.4K | 1.24% | 17 |
|
|
2019
Q1 | $6.3M | Sell |
53,375
-115
| -0.2% | -$13.6K | 1.11% | 19 |
|
|
2018
Q4 | $5.43M | Sell |
53,490
-41,151
| -43% | -$4.18M | 1.08% | 19 |
|
|
2018
Q3 | $10.8M | Buy |
94,641
+418
| +0.4% | +$47.8K | 1.89% | 11 |
|
|
2018
Q2 | $9.29M | Sell |
94,223
-188
| -0.2% | -$18.5K | 1.65% | 13 |
|
|
2018
Q1 | $8.62M | Buy |
94,411
+9
| +0% | +$821 | 1.36% | 13 |
|
|
2017
Q4 | $8.08M | Sell |
94,402
-362
| -0.4% | -$31K | 1.35% | 14 |
|
|
2017
Q3 | $7.06M | Sell |
94,764
-11,029
| -10% | -$822K | 1.21% | 15 |
|
|
2017
Q2 | $7.29M | Buy |
105,793
+181
| +0.2% | +$12.5K | 1.22% | 13 |
|
|
2017
Q1 | $6.96M | Buy |
105,612
+1,596
| +2% | +$105K | 0.93% | 15 |
|
|
2016
Q4 | $6.46M | Buy |
104,016
+230
| +0.2% | +$14.3K | 0.82% | 17 |
|
|
2016
Q3 | $5.98M | Sell |
103,786
-1,690
| -2% | -$97.3K | 1.06% | 19 |
|
|
2016
Q2 | $5.4M | Buy |
105,476
+272
| +0.3% | +$13.9K | 1.3% | 16 |
|
|
2016
Q1 | $5.81M | Sell |
105,204
-37,647
| -26% | -$2.08M | 1.5% | 13 |
|
|
2015
Q4 | $7.93M | Sell |
142,851
-180
| -0.1% | -$9.99K | 1.94% | 12 |
|
|
2015
Q3 | $6.33M | Sell |
143,031
-160,411
| -53% | -$7.1M | 1.53% | 14 |
|
|
2015
Q2 | $13.4M | Sell |
303,442
-150,023
| -33% | -$6.62M | 1.71% | 13 |
|
|
2015
Q1 | $18.4M | Sell |
453,465
-151,675
| -25% | -$6.17M | 2.09% | 9 |
|
|
2014
Q4 | $28.1M | Sell |
605,140
-336
| -0.1% | -$15.6K | 1.86% | 5 |
|
|
2014
Q3 | $28.1M | Sell |
605,476
-440
| -0.1% | -$20.4K | 1.89% | 5 |
|
|
2014
Q2 | $25.3M | Sell |
605,916
-50
| -0% | -$2.09K | 1.68% | 7 |
|
|
2014
Q1 | $24.8M | Sell |
605,966
-58
| -0% | -$2.38K | 1.72% | 6 |
|
|
2013
Q4 | $22.7M | Sell |
606,024
-425
| -0.1% | -$15.9K | 2.29% | 6 |
|
|
2013
Q3 | $20.2M | Buy |
606,449
+2,987
| +0.5% | +$99.4K | 1.45% | 7 |
|
|
2013
Q2 | $20.8M | Buy |
+603,462
| New | +$20.8M | 1.54% | 4 |
|