IW
Instrumental Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
3,062
+42
| +1% | +$21.2K | 1.23% | 16 |
|
|
2025
Q1 | $1.18M | Buy |
3,020
+386
| +15% | +$151K | 1.07% | 16 |
|
|
2024
Q4 | $1.08M | Sell |
2,634
-12
| -0.5% | -$4.9K | 1.02% | 15 |
|
|
2024
Q3 | $1.11M | Buy |
2,646
+207
| +8% | +$86.8K | 1.08% | 16 |
|
|
2024
Q2 | $1.02M | Sell |
2,439
-60
| -2% | -$25.1K | 1.05% | 16 |
|
|
2024
Q1 | $1.08M | Buy |
2,499
+135
| +6% | +$58.1K | 0.47% | 18 |
|
|
2023
Q4 | $952K | Buy |
2,364
+150
| +7% | +$60.4K | 1.03% | 18 |
|
|
2023
Q3 | $735K | Buy |
2,214
+608
| +38% | +$202K | 0.86% | 16 |
|
|
2023
Q2 | $541K | Sell |
1,606
-56
| -3% | -$18.9K | 0.65% | 16 |
|
|
2023
Q1 | $506K | Buy |
+1,662
| New | +$506K | 0.67% | 15 |
|