IWM
Iams Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Buy |
15,124
+2,767
| +22% | +$1.38M | 3.45% | 3 |
|
|
2025
Q1 | $4.64M | Buy |
12,357
+1,289
| +12% | +$484K | 2.12% | 5 |
|
|
2024
Q4 | $4.67M | Buy |
11,068
+669
| +6% | +$282K | 2.13% | 7 |
|
|
2024
Q3 | $4.47M | Buy |
10,399
+1,077
| +12% | +$463K | 2.2% | 8 |
|
|
2024
Q2 | $4.17M | Buy |
9,322
+1,453
| +18% | +$649K | 2.28% | 6 |
|
|
2024
Q1 | $3.21M | Sell |
7,869
-146
| -2% | -$59.5K | 1.96% | 10 |
|
|
2023
Q4 | $3.01M | Sell |
8,015
-751
| -9% | -$282K | 1.95% | 11 |
|
|
2023
Q3 | $2.77M | Buy |
+8,766
| New | +$2.77M | 1.92% | 12 |
|
|
2023
Q2 | – | Sell |
-7,064
| Closed | -$2M | – | 100 |
|
|
2023
Q1 | $2M | Buy |
7,064
+1,917
| +37% | +$544K | 1.67% | 11 |
|
|
2022
Q4 | $1.23M | Buy |
+5,147
| New | +$1.23M | 1.26% | 17 |
|