IWP
Insight Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
2,464
+214
| +10% | +$106K | 0.48% | 34 |
|
|
2025
Q1 | $845K | Sell |
2,250
-585
| -21% | -$220K | 0.14% | 46 |
|
|
2024
Q4 | $1.19M | Sell |
2,835
-1,870
| -40% | -$788K | 0.16% | 35 |
|
|
2024
Q3 | $2.02M | Buy |
4,705
+2,447
| +108% | +$1.05M | 0.4% | 25 |
|
|
2024
Q2 | $1.01M | Buy |
2,258
+197
| +10% | +$88K | 0.17% | 30 |
|
|
2024
Q1 | $867K | Buy |
2,061
+85
| +4% | +$35.8K | 0.15% | 34 |
|
|
2023
Q4 | $743K | Buy |
1,976
+709
| +56% | +$267K | 0.13% | 38 |
|
|
2023
Q3 | $400K | Buy |
1,267
+124
| +11% | +$39.2K | 0.08% | 50 |
|
|
2023
Q2 | $389K | Buy |
1,143
+268
| +31% | +$91.3K | 0.09% | 51 |
|
|
2023
Q1 | $252K | Buy |
+875
| New | +$252K | 0.06% | 50 |
|
|
2022
Q2 | – | Sell |
-1,730
| Closed | -$533K | – | 68 |
|
|
2022
Q1 | $533K | Sell |
1,730
-629
| -27% | -$194K | 0.3% | 39 |
|
|
2021
Q4 | $793K | Buy |
+2,359
| New | +$793K | 0.15% | 32 |
|
|
2021
Q1 | – | Sell |
-1,371
| Closed | -$305K | – | 55 |
|
|
2020
Q4 | $305K | Hold |
1,371
| – | – | 0.19% | 43 |
|
|
2020
Q3 | $288K | Buy |
+1,371
| New | +$288K | 0.28% | 43 |
|