IPW
IronBridge Private Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.82M | Buy |
15,491
+759
| +5% | +$285K | 2.29% | 13 |
|
|
2024
Q4 | $6.21M | Buy |
14,732
+3,182
| +28% | +$1.34M | 2.28% | 12 |
|
|
2024
Q3 | $4.97M | Sell |
11,550
-6,441
| -36% | -$2.77M | 1.86% | 17 |
|
|
2024
Q2 | $8.04M | Sell |
17,991
-200
| -1% | -$89.4K | 3.01% | 10 |
|
|
2024
Q1 | $7.65M | Buy |
18,191
+310
| +2% | +$130K | 3.17% | 9 |
|
|
2023
Q4 | $6.72M | Buy |
17,881
+129
| +0.7% | +$48.5K | 3.28% | 9 |
|
|
2023
Q3 | $5.61M | Buy |
17,752
+10,665
| +150% | +$3.37M | 3.04% | 10 |
|
|
2023
Q2 | $2.41M | Sell |
7,087
-112
| -2% | -$38.1K | 1.36% | 24 |
|
|
2023
Q1 | $2.08M | Buy |
+7,199
| New | +$2.08M | 1.33% | 20 |
|
|
2022
Q1 | – | Sell |
-394
| Closed | -$133K | – | 203 |
|
|
2021
Q4 | $133K | Sell |
394
-17,379
| -98% | -$5.87M | 0.07% | 43 |
|
|
2021
Q3 | $5.01M | Buy |
17,773
+15,587
| +713% | +$4.39M | 2.69% | 9 |
|
|
2021
Q2 | $592K | Buy |
2,186
+1
| +0% | +$271 | 0.35% | 27 |
|
|
2021
Q1 | $515K | Sell |
2,185
-48
| -2% | -$11.3K | 0.33% | 29 |
|
|
2020
Q4 | $497K | Buy |
+2,233
| New | +$497K | 0.37% | 28 |
|