HWM
Horizon Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41M | Sell |
10,883
-1,354
| -11% | -$673K | 0.95% | 22 |
|
|
2025
Q1 | $4.59M | Buy |
12,237
+516
| +4% | +$194K | 0.77% | 21 |
|
|
2024
Q4 | $4.94M | Buy |
11,721
+47
| +0.4% | +$19.8K | 0.86% | 19 |
|
|
2024
Q3 | $5.02M | Sell |
11,674
-79
| -0.7% | -$34K | 1% | 17 |
|
|
2024
Q2 | $5.25M | Sell |
11,753
-969
| -8% | -$433K | 1.25% | 15 |
|
|
2024
Q1 | $5.35M | Buy |
12,722
+1,024
| +9% | +$431K | 1.4% | 16 |
|
|
2023
Q4 | $4.4M | Buy |
11,698
+249
| +2% | +$93.6K | 1.22% | 17 |
|
|
2023
Q3 | $3.61M | Buy |
11,449
+609
| +6% | +$192K | 1.45% | 13 |
|
|
2023
Q2 | $3.69M | Buy |
10,840
+398
| +4% | +$136K | 1.46% | 15 |
|
|
2023
Q1 | $3.01M | Sell |
10,442
-923
| -8% | -$266K | 2.26% | 11 |
|
|
2022
Q4 | $2.73M | Sell |
11,365
-27,371
| -71% | -$6.56M | 2.22% | 12 |
|
|
2022
Q3 | $9.02M | Buy |
38,736
+607
| +2% | +$141K | 6.61% | 5 |
|
|
2022
Q2 | $9.79M | Buy |
38,129
+2,002
| +6% | +$514K | 4.06% | 8 |
|
|
2022
Q1 | $11.1M | Buy |
36,127
+751
| +2% | +$232K | 3.46% | 7 |
|
|
2021
Q4 | $11.9M | Buy |
+35,376
| New | +$11.9M | 3.47% | 8 |
|