HSWM
Hubbell Strickland Wealth Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.42M | Sell |
12,905
-28
| -0.2% | -$13.9K | 2.83% | 8 |
|
2025
Q1 | $4.85M | Sell |
12,933
-84
| -0.6% | -$31.5K | 2.3% | 8 |
|
2024
Q4 | $5.49M | Sell |
13,017
-423
| -3% | -$178K | 2.6% | 7 |
|
2024
Q3 | $5.78M | Sell |
13,440
-70
| -0.5% | -$30.1K | 2.71% | 6 |
|
2024
Q2 | $6.04M | Sell |
13,510
-234
| -2% | -$105K | 3.03% | 6 |
|
2024
Q1 | $5.78M | Sell |
13,744
-318
| -2% | -$134K | 2.92% | 6 |
|
2023
Q4 | $5.29M | Sell |
14,062
-76
| -0.5% | -$28.6K | 2.89% | 7 |
|
2023
Q3 | $4.46M | Buy |
14,138
+7
| +0% | +$2.21K | 2.67% | 7 |
|
2023
Q2 | $4.81M | Sell |
14,131
-951
| -6% | -$324K | 2.79% | 7 |
|
2023
Q1 | $4.35M | Sell |
15,082
-982
| -6% | -$283K | 2.64% | 7 |
|
2022
Q4 | $3.85M | Sell |
16,064
-382
| -2% | -$91.6K | 2.34% | 9 |
|
2022
Q3 | $3.83M | Buy |
16,446
+34
| +0.2% | +$7.92K | 2.67% | 6 |
|
2022
Q2 | $4.22M | Buy |
16,412
+5,062
| +45% | +$1.3M | 2.81% | 6 |
|
2022
Q1 | $3.5M | Sell |
11,350
-1,453
| -11% | -$448K | 2.08% | 8 |
|
2021
Q4 | $4.31M | Sell |
12,803
-181
| -1% | -$60.9K | 2.38% | 7 |
|
2021
Q3 | $3.66M | Sell |
12,984
-87
| -0.7% | -$24.5K | 2.22% | 7 |
|
2021
Q2 | $3.54M | Sell |
13,071
-74
| -0.6% | -$20K | 2.13% | 8 |
|
2021
Q1 | $3.1M | Sell |
13,145
-318
| -2% | -$75K | 1.99% | 9 |
|
2020
Q4 | $3M | Sell |
13,463
-77
| -0.6% | -$17.1K | 2.05% | 10 |
|
2020
Q3 | $2.85M | Buy |
13,540
+327
| +2% | +$68.8K | 2.22% | 7 |
|
2020
Q2 | $2.69M | Buy |
13,213
+92
| +0.7% | +$18.7K | 2.26% | 7 |
|
2020
Q1 | $2.07M | Sell |
13,121
-10
| -0.1% | -$1.58K | 2.1% | 9 |
|
2019
Q4 | $2.07M | Sell |
13,131
-167
| -1% | -$26.3K | 1.67% | 12 |
|
2019
Q3 | $1.85M | Buy |
+13,298
| New | +$1.85M | 1.6% | 12 |
|