JTWM
Jackson Thornton Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
6,530
+118
| +2% | +$58.6K | 0.37% | 27 |
|
|
2025
Q1 | $2.36M | Sell |
6,412
-218
| -3% | -$80.2K | 0.31% | 27 |
|
|
2024
Q4 | $2.79M | Buy |
6,630
+2,004
| +43% | +$845K | 0.35% | 23 |
|
|
2024
Q3 | $1.99M | Sell |
4,626
-56
| -1% | -$24.1K | 0.26% | 25 |
|
|
2024
Q2 | $2.09M | Hold |
4,682
| – | – | 0.32% | 24 |
|
|
2024
Q1 | $1.97M | Sell |
4,682
-31
| -0.7% | -$13K | 0.33% | 19 |
|
|
2023
Q4 | $1.77M | Buy |
4,713
+104
| +2% | +$39.1K | 0.33% | 20 |
|
|
2023
Q3 | $1.46M | Buy |
4,609
+227
| +5% | +$71.7K | 0.3% | 17 |
|
|
2023
Q2 | $1.49M | Buy |
4,382
+1,159
| +36% | +$395K | 0.3% | 17 |
|
|
2023
Q1 | $929K | Buy |
3,223
+433
| +16% | +$125K | 0.21% | 17 |
|
|
2022
Q4 | $669K | Buy |
2,790
+666
| +31% | +$160K | 0.16% | 16 |
|
|
2022
Q3 | $495K | Sell |
2,124
-653
| -24% | -$152K | 0.13% | 20 |
|
|
2022
Q2 | $713K | Buy |
2,777
+171
| +7% | +$43.9K | 0.2% | 13 |
|
|
2022
Q1 | $803K | Buy |
+2,606
| New | +$803K | 0.21% | 10 |
|