JPWM
Jamison Private Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
64,335
+102
| +0.2% | +$50.7K | 4.59% | 1 |
|
|
2025
Q1 | $24.1M | Sell |
64,233
-623
| -1% | -$234K | 3.67% | 2 |
|
|
2024
Q4 | $27.3M | Buy |
64,856
+238
| +0.4% | +$100K | 4.04% | 2 |
|
|
2024
Q3 | $27.8M | Buy |
64,618
+817
| +1% | +$352K | 4.23% | 1 |
|
|
2024
Q2 | $28.5M | Sell |
63,801
-756
| -1% | -$338K | 4.74% | 1 |
|
|
2024
Q1 | $27.2M | Buy |
64,557
+280
| +0.4% | +$118K | 4.59% | 1 |
|
|
2023
Q4 | $24.2M | Sell |
64,277
-268
| -0.4% | -$101K | 4.53% | 2 |
|
|
2023
Q3 | $20.4M | Buy |
+64,545
| New | +$20.4M | 4.21% | 2 |
|