HWM
Hohimer Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44M | Sell |
88,527
-151
| -0.2% | -$75.1K | 7.81% | 1 |
|
|
2025
Q1 | $33.3M | Buy |
88,678
+7,924
| +10% | +$2.97M | 6.48% | 1 |
|
|
2024
Q4 | $34M | Buy |
80,754
+11,300
| +16% | +$4.76M | 6.41% | 1 |
|
|
2024
Q3 | $29.9M | Sell |
69,454
-2,679
| -4% | -$1.15M | 6.43% | 1 |
|
|
2024
Q2 | $32.1M | Buy |
72,133
+6,856
| +11% | +$3.05M | 7.45% | 1 |
|
|
2024
Q1 | $29.9M | Sell |
65,277
-13,618
| -17% | -$6.24M | 7.01% | 1 |
|
|
2023
Q4 | $29.7M | Sell |
78,895
-566
| -0.7% | -$213K | 7.52% | 1 |
|
|
2023
Q3 | $25.1M | Buy |
79,461
+6,240
| +9% | +$1.97M | 7.17% | 1 |
|
|
2023
Q2 | $24.9M | Sell |
73,221
-1,064
| -1% | -$362K | 6.88% | 1 |
|
|
2023
Q1 | $21.4M | Buy |
74,285
+4,435
| +6% | +$1.28M | 6.2% | 2 |
|
|
2022
Q4 | $16.8M | Sell |
69,850
-1,640
| -2% | -$393K | 5.34% | 2 |
|
|
2022
Q3 | $16.7M | Buy |
71,490
+5,052
| +8% | +$1.18M | 5.35% | 1 |
|
|
2022
Q2 | $17.1M | Buy |
66,438
+17,416
| +36% | +$4.47M | 5.04% | 1 |
|
|
2022
Q1 | $15.1M | Buy |
49,022
+529
| +1% | +$163K | 2.98% | 3 |
|
|
2021
Q4 | $16.3M | Sell |
48,493
-1,000
| -2% | -$336K | 3.43% | 3 |
|
|
2021
Q3 | $14M | Sell |
49,493
-2,088
| -4% | -$589K | 2.92% | 3 |
|
|
2021
Q2 | $14M | Buy |
51,581
+5,101
| +11% | +$1.38M | 2.86% | 3 |
|
|
2021
Q1 | $11M | Sell |
46,480
-3,496
| -7% | -$824K | 2.67% | 4 |
|
|
2020
Q4 | $11.1M | Sell |
49,976
-29
| -0.1% | -$6.45K | 2.95% | 3 |
|
|
2020
Q3 | $10.7M | Buy |
50,005
+22,446
| +81% | +$4.81M | 3.05% | 3 |
|
|
2020
Q2 | $5.61M | Sell |
27,559
-4,331
| -14% | -$881K | 1.94% | 3 |
|
|
2020
Q1 | $5.03M | Buy |
31,890
+609
| +2% | +$96K | 2.12% | 1 |
|
|
2019
Q4 | $4.93M | Buy |
+31,281
| New | +$4.93M | 1.72% | 2 |
|