HPWM
High Pines Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $846K | Sell |
2,249
-7
| -0.3% | -$2.63K | 1.29% | 12 |
|
|
2023
Q3 | $712K | Buy |
2,256
+28
| +1% | +$8.84K | 1.17% | 12 |
|
|
2023
Q2 | $759K | Sell |
2,228
-1
| -0% | -$341 | 1.16% | 13 |
|
|
2023
Q1 | $643K | Buy |
2,229
+12
| +0.5% | +$3.46K | 1.07% | 13 |
|
|
2022
Q4 | $532K | Buy |
2,217
+9
| +0.4% | +$2.16K | 0.93% | 13 |
|
|
2022
Q3 | $514K | Buy |
2,208
+785
| +55% | +$183K | 0.98% | 13 |
|
|
2022
Q2 | $365K | Sell |
1,423
-18,863
| -93% | -$4.84M | 0.67% | 14 |
|
|
2022
Q1 | $6.25M | Sell |
20,286
-1,623
| -7% | -$500K | 4.6% | 5 |
|
|
2021
Q4 | $7.37M | Sell |
21,909
-490
| -2% | -$165K | 5.13% | 5 |
|
|
2021
Q3 | $6.32M | Buy |
22,399
+921
| +4% | +$260K | 4.34% | 6 |
|
|
2021
Q2 | $5.82M | Sell |
21,478
-1,086
| -5% | -$294K | 4.39% | 6 |
|
|
2021
Q1 | $5.32M | Buy |
22,564
+179
| +0.8% | +$42.2K | 4.7% | 5 |
|
|
2020
Q4 | $4.98M | Buy |
+22,385
| New | +$4.98M | 4.6% | 6 |
|