IWP
Invenio Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Sell |
10,215
-508
| -5% | -$253K | 2.02% | 18 |
|
|
2025
Q1 | $4.03M | Buy |
10,723
+64
| +0.6% | +$24K | 1.69% | 21 |
|
|
2024
Q4 | $4.49M | Buy |
10,659
+247
| +2% | +$104K | 1.88% | 18 |
|
|
2024
Q3 | $4.48M | Buy |
10,412
+552
| +6% | +$238K | 1.94% | 18 |
|
|
2024
Q2 | $4.41M | Buy |
9,860
+192
| +2% | +$85.8K | 2.18% | 17 |
|
|
2024
Q1 | $4.07M | Buy |
9,668
+462
| +5% | +$194K | 2.19% | 16 |
|
|
2023
Q4 | $3.46M | Sell |
9,206
-146
| -2% | -$54.9K | 2.5% | 13 |
|
|
2023
Q3 | $2.95M | Buy |
9,352
+127
| +1% | +$40.1K | 2.69% | 11 |
|
|
2023
Q2 | $3.14M | Buy |
+9,225
| New | +$3.14M | 3.56% | 9 |
|