JAWM
J. Arnold Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.91M | Buy |
+13,049
| New | +$4.91M | 1.67% | 10 |
|
|
2023
Q2 | – | Sell |
-705
| Closed | -$203K | – | 37 |
|
|
2023
Q1 | $203K | Buy |
+705
| New | +$203K | 0.1% | 30 |
|
|
2022
Q1 | – | Sell |
-924
| Closed | -$311K | – | 54 |
|
|
2021
Q4 | $311K | Buy |
924
+126
| +16% | +$42.4K | 0.14% | 27 |
|
|
2021
Q3 | $225K | Buy |
798
+1
| +0.1% | +$282 | 0.11% | 37 |
|
|
2021
Q2 | $216K | Buy |
+797
| New | +$216K | 0.11% | 47 |
|