IWM
Integris Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Buy |
14,943
+189
| +1% | +$94K | 1.94% | 15 |
|
|
2025
Q1 | $5.54M | Sell |
14,754
-253
| -2% | -$95K | 1.58% | 17 |
|
|
2024
Q4 | $6.33M | Buy |
15,007
+382
| +3% | +$161K | 1.78% | 16 |
|
|
2024
Q3 | $6.29M | Buy |
14,625
+103
| +0.7% | +$44.3K | 1.76% | 16 |
|
|
2024
Q2 | $6.49M | Sell |
14,522
-202
| -1% | -$90.3K | 1.87% | 16 |
|
|
2024
Q1 | $6.19M | Sell |
14,724
-178
| -1% | -$74.9K | 1.71% | 17 |
|
|
2023
Q4 | $5.6M | Sell |
14,902
-293
| -2% | -$110K | 1.66% | 17 |
|
|
2023
Q3 | $4.8M | Sell |
15,195
-213
| -1% | -$67.3K | 1.57% | 20 |
|
|
2023
Q2 | $5.25M | Sell |
15,408
-267
| -2% | -$90.9K | 1.86% | 14 |
|
|
2023
Q1 | $4.52M | Sell |
15,675
-191
| -1% | -$55.1K | 1.66% | 16 |
|
|
2022
Q4 | $3.8M | Buy |
+15,866
| New | +$3.8M | 1.48% | 16 |
|