HWMG
Hurlow Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
23,863
-124
| -0.5% | -$61.7K | 3.35% | 8 |
|
|
2025
Q1 | $9M | Sell |
23,987
-20
| -0.1% | -$7.51K | 2.81% | 10 |
|
|
2024
Q4 | $10.1M | Sell |
24,007
-2,496
| -9% | -$1.05M | 3.16% | 8 |
|
|
2024
Q3 | $11.4M | Buy |
26,503
+70
| +0.3% | +$30.1K | 3.56% | 8 |
|
|
2024
Q2 | $11.8M | Sell |
26,433
-215
| -0.8% | -$96.1K | 4.06% | 8 |
|
|
2024
Q1 | $11.2M | Buy |
26,648
+1
| +0% | +$421 | 3.96% | 8 |
|
|
2023
Q4 | $10M | Buy |
26,647
+258
| +1% | +$97K | 3.79% | 8 |
|
|
2023
Q3 | $8.33M | Buy |
26,389
+120
| +0.5% | +$37.9K | 3.63% | 8 |
|
|
2023
Q2 | $8.95M | Buy |
26,269
+10
| +0% | +$3.41K | 3.82% | 8 |
|
|
2023
Q1 | $7.57M | Buy |
26,259
+7
| +0% | +$2.02K | 3.5% | 8 |
|
|
2022
Q4 | $6.3M | Buy |
26,252
+174
| +0.7% | +$41.7K | 3.28% | 8 |
|
|
2022
Q3 | $6.07M | Hold |
26,078
| – | – | 3.54% | 8 |
|
|
2022
Q2 | $6.7M | Buy |
26,078
+376
| +1% | +$96.6K | 3.86% | 8 |
|
|
2022
Q1 | $7.92M | Sell |
25,702
-928
| -3% | -$286K | 4.86% | 6 |
|
|
2021
Q4 | $6.18M | Sell |
26,630
-141
| -0.5% | -$32.7K | 4.85% | 6 |
|
|
2021
Q3 | $7.55M | Hold |
26,771
| – | – | 4.49% | 7 |
|
|
2021
Q2 | $7.25M | Sell |
26,771
-95
| -0.4% | -$25.7K | 4.77% | 6 |
|
|
2021
Q1 | $6.33M | Buy |
26,866
+655
| +2% | +$154K | 4.57% | 6 |
|
|
2020
Q4 | $5.83M | Sell |
26,211
-235
| -0.9% | -$52.3K | 4.58% | 6 |
|
|
2020
Q3 | $5.56M | Sell |
26,446
-1,077
| -4% | -$227K | 5.1% | 6 |
|
|
2020
Q2 | $5.7M | Sell |
27,523
-327
| -1% | -$67.7K | 5.5% | 6 |
|
|
2020
Q1 | $4.79M | Buy |
27,850
+17
| +0.1% | +$2.92K | 5.13% | 6 |
|
|
2019
Q4 | $4.54M | Sell |
27,833
-210
| -0.7% | -$34.2K | 4.44% | 7 |
|
|
2019
Q3 | $3.91M | Buy |
28,043
+2
| +0% | +$279 | 4.16% | 7 |
|
|
2019
Q2 | $3.86M | Sell |
28,041
-98
| -0.3% | -$13.5K | 4.05% | 6 |
|
|
2019
Q1 | $3.68M | Buy |
28,139
+2
| +0% | +$261 | 3.94% | 6 |
|
|
2018
Q4 | $2.96M | Buy |
+28,137
| New | +$2.96M | 3.57% | 9 |
|