HWM
Hemington Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Buy |
14,995
+766
| +5% | +$381K | 1.08% | 16 |
|
|
2025
Q1 | $5.34M | Buy |
14,229
+138
| +1% | +$51.8K | 0.83% | 16 |
|
|
2024
Q4 | $5.94M | Buy |
14,091
+572
| +4% | +$241K | 1.49% | 13 |
|
|
2024
Q3 | $5.49M | Sell |
13,519
-381
| -3% | -$155K | 1.48% | 13 |
|
|
2024
Q2 | $6.21M | Buy |
13,900
+385
| +3% | +$172K | 2.09% | 9 |
|
|
2024
Q1 | $5.69M | Sell |
13,515
-1,117
| -8% | -$470K | 2.06% | 10 |
|
|
2023
Q4 | $5.5M | Buy |
14,632
+748
| +5% | +$281K | 2.12% | 9 |
|
|
2023
Q3 | $4.38M | Sell |
13,884
-1,068
| -7% | -$337K | 2.08% | 9 |
|
|
2023
Q2 | $5.09M | Sell |
14,952
-548
| -4% | -$187K | 2.06% | 10 |
|
|
2023
Q1 | $4.47M | Sell |
15,500
-110
| -0.7% | -$31.7K | 1.8% | 12 |
|
|
2022
Q4 | $3.74M | Buy |
15,610
+77
| +0.5% | +$18.5K | 1.61% | 12 |
|
|
2022
Q3 | $3.62M | Buy |
15,533
+290
| +2% | +$67.5K | 1.58% | 13 |
|
|
2022
Q2 | $3.92M | Sell |
15,243
-103
| -0.7% | -$26.5K | 1.55% | 12 |
|
|
2022
Q1 | $4.73M | Buy |
15,346
+2,490
| +19% | +$768K | 1.59% | 11 |
|
|
2021
Q4 | $2.86M | Sell |
12,856
-953
| -7% | -$212K | 1.32% | 10 |
|
|
2021
Q3 | $3.89M | Sell |
13,809
-125
| -0.9% | -$35.2K | 1.43% | 12 |
|
|
2021
Q2 | $3.78M | Sell |
13,934
-434
| -3% | -$118K | 1.61% | 9 |
|
|
2021
Q1 | $3.39M | Buy |
14,368
+1,512
| +12% | +$357K | 1.44% | 10 |
|
|
2020
Q4 | $2.86M | Buy |
+12,856
| New | +$2.86M | 1.32% | 10 |
|