HHRDM
H&H Retirement Design & Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.51M | Buy |
2,953
+389
| +15% | +$198K | 0.83% | 27 |
|
2025
Q1 | $921K | Buy |
2,564
+7
| +0.3% | +$2.51K | 0.61% | 34 |
|
2024
Q4 | $1.04M | Sell |
2,557
-239
| -9% | -$97.5K | 0.63% | 36 |
|
2024
Q3 | $1.17M | Sell |
2,796
-75
| -3% | -$31.4K | 0.69% | 32 |
|
2024
Q2 | $1.27M | Sell |
2,871
-19
| -0.7% | -$8.42K | 0.79% | 29 |
|
2024
Q1 | $1.16M | Buy |
+2,890
| New | +$1.16M | 0.77% | 30 |
|