HNW
High Note Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
21,850
+540
| +3% | +$269K | 2.49% | 9 |
|
|
2025
Q1 | $8M | Sell |
21,310
-496
| -2% | -$186K | 1.98% | 17 |
|
|
2024
Q4 | $9.19M | Buy |
21,806
+29
| +0.1% | +$12.2K | 2.39% | 12 |
|
|
2024
Q3 | $9.37M | Buy |
21,777
+86
| +0.4% | +$37K | 2.68% | 11 |
|
|
2024
Q2 | $9.69M | Buy |
21,691
+1,267
| +6% | +$566K | 2.96% | 10 |
|
|
2024
Q1 | $8.59M | Buy |
20,424
+906
| +5% | +$381K | 2.8% | 12 |
|
|
2023
Q4 | $7.34M | Buy |
19,518
+440
| +2% | +$165K | 2.76% | 12 |
|
|
2023
Q3 | $6.02M | Buy |
19,078
+498
| +3% | +$157K | 2.49% | 12 |
|
|
2023
Q2 | $6.33M | Buy |
18,580
+4,462
| +32% | +$1.52M | 2.58% | 12 |
|
|
2023
Q1 | $4.07M | Buy |
14,118
+10
| +0.1% | +$2.88K | 1.68% | 19 |
|
|
2022
Q4 | $3.38M | Sell |
14,108
-2,153
| -13% | -$516K | 1.42% | 22 |
|
|
2022
Q3 | $3.69M | Buy |
16,261
+716
| +5% | +$162K | 1.47% | 20 |
|
|
2022
Q2 | $3.99M | Buy |
15,545
+2,069
| +15% | +$531K | 1.56% | 18 |
|
|
2022
Q1 | $4.15M | Buy |
13,476
+4,945
| +58% | +$1.52M | 1.47% | 20 |
|
|
2021
Q4 | $2.87M | Sell |
8,531
-12
| -0.1% | -$4.04K | 0.97% | 35 |
|
|
2021
Q3 | $2.41M | Sell |
8,543
-1
| -0% | -$282 | 0.87% | 37 |
|
|
2021
Q2 | $2.31M | Buy |
8,544
+26
| +0.3% | +$7.04K | 0.84% | 42 |
|
|
2021
Q1 | $2.01M | Buy |
8,518
+245
| +3% | +$57.8K | 0.78% | 42 |
|
|
2020
Q4 | $1.84M | Buy |
+8,273
| New | +$1.84M | 0.78% | 42 |
|