HWM
HRC Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
2,224
+190
| +9% | +$94.5K | 0.59% | 13 |
|
|
2025
Q1 | $764K | Buy |
2,034
+84
| +4% | +$31.5K | 0.47% | 17 |
|
|
2024
Q4 | $822K | Buy |
1,950
+865
| +80% | +$365K | 0.49% | 16 |
|
|
2024
Q3 | $467K | Buy |
1,085
+136
| +14% | +$58.5K | 0.3% | 21 |
|
|
2024
Q2 | $424K | Buy |
949
+1
| +0.1% | +$447 | 0.29% | 22 |
|
|
2024
Q1 | $399K | Buy |
948
+42
| +5% | +$17.7K | 0.29% | 23 |
|
|
2023
Q4 | $341K | Buy |
+906
| New | +$341K | 0.29% | 17 |
|