IWN
Independent Wealth Network’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
9,436
-334
| -3% | -$166K | 1.71% | 8 |
|
|
2025
Q1 | $3.67M | Sell |
9,770
-401
| -4% | -$151K | 1.46% | 14 |
|
|
2024
Q4 | $4.29M | Buy |
10,171
+614
| +6% | +$259K | 1.74% | 10 |
|
|
2024
Q3 | $4.11M | Sell |
9,557
-904
| -9% | -$389K | 1.82% | 10 |
|
|
2024
Q2 | $4.68M | Sell |
10,461
-224
| -2% | -$100K | 2.18% | 6 |
|
|
2024
Q1 | $4.5M | Buy |
10,685
+1,107
| +12% | +$466K | 2.11% | 6 |
|
|
2023
Q4 | $3.6M | Buy |
9,578
+1,144
| +14% | +$430K | 1.89% | 12 |
|
|
2023
Q3 | $2.66M | Sell |
8,434
-73
| -0.9% | -$23.1K | 1.64% | 14 |
|
|
2023
Q2 | $2.9M | Buy |
8,507
+194
| +2% | +$66.1K | 1.74% | 12 |
|
|
2023
Q1 | $2.4M | Sell |
8,313
-21
| -0.3% | -$6.05K | 1.53% | 15 |
|
|
2022
Q4 | $2M | Buy |
8,334
+184
| +2% | +$44.1K | 1.37% | 15 |
|
|
2022
Q3 | $1.9M | Sell |
8,150
-150
| -2% | -$34.9K | 1.48% | 13 |
|
|
2022
Q2 | $2.13M | Sell |
8,300
-465
| -5% | -$119K | 1.54% | 13 |
|
|
2022
Q1 | $2.7M | Sell |
8,765
-1,902
| -18% | -$586K | 1.72% | 12 |
|
|
2021
Q4 | $3.59M | Buy |
10,667
+5,145
| +93% | +$1.73M | 2.21% | 9 |
|
|
2021
Q3 | $1.84M | Buy |
+5,522
| New | +$1.84M | 1.21% | 19 |
|