JWM
Janiczek Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.12M | Sell |
18,157
-1,030
| -5% | -$460K | 1.7% | 14 |
|
|
2024
Q1 | $8.07M | Buy |
19,187
+1,027
| +6% | +$432K | 1.72% | 12 |
|
|
2023
Q4 | $6.83M | Buy |
18,160
+497
| +3% | +$187K | 1.65% | 12 |
|
|
2023
Q3 | $5.58M | Buy |
17,663
+7,359
| +71% | +$2.32M | 1.47% | 14 |
|
|
2023
Q2 | $3.51M | Buy |
10,304
+175
| +2% | +$59.6K | 0.97% | 16 |
|
|
2023
Q1 | $2.9M | Buy |
10,129
+90
| +0.9% | +$25.8K | 0.82% | 18 |
|
|
2022
Q4 | $2.39M | Buy |
10,039
+556
| +6% | +$133K | 0.67% | 21 |
|
|
2022
Q3 | $2.17M | Sell |
9,483
-541
| -5% | -$124K | 0.71% | 21 |
|
|
2022
Q2 | $2.81M | Buy |
10,024
+688
| +7% | +$193K | 0.84% | 19 |
|
|
2022
Q1 | $2.88M | Buy |
9,336
+436
| +5% | +$134K | 0.79% | 19 |
|
|
2021
Q4 | $2.99M | Buy |
8,900
+491
| +6% | +$165K | 0.9% | 17 |
|
|
2021
Q3 | $2.37M | Buy |
8,409
+961
| +13% | +$271K | 0.84% | 18 |
|
|
2021
Q2 | $2.02M | Buy |
7,448
+778
| +12% | +$211K | 0.73% | 20 |
|
|
2021
Q1 | $1.57M | Buy |
6,670
+889
| +15% | +$210K | 0.63% | 21 |
|
|
2020
Q4 | $1.29M | Buy |
5,781
+3,066
| +113% | +$682K | 0.62% | 19 |
|
|
2020
Q3 | $571K | Buy |
2,715
+837
| +45% | +$176K | 0.31% | 26 |
|
|
2020
Q2 | $382K | Buy |
1,878
+172
| +10% | +$35K | 0.21% | 28 |
|
|
2020
Q1 | $269K | Hold |
1,706
| – | – | 0.15% | 32 |
|
|
2019
Q4 | $269K | Buy |
1,706
+113
| +7% | +$17.8K | 0.12% | 34 |
|
|
2019
Q3 | $221K | Sell |
1,593
-400
| -20% | -$55.5K | 0.1% | 34 |
|
|
2019
Q2 | $267K | Hold |
1,993
| – | – | 0.12% | 31 |
|
|
2019
Q1 | $235K | Sell |
1,993
-300
| -13% | -$35.4K | 0.11% | 35 |
|
|
2018
Q4 | $233K | Buy |
2,293
+300
| +15% | +$30.5K | 0.12% | 36 |
|
|
2018
Q3 | $228K | Sell |
1,993
-22
| -1% | -$2.52K | 0.12% | 36 |
|
|
2018
Q2 | $199K | Buy |
+2,015
| New | +$199K | 0.11% | 37 |
|
|
2017
Q1 | – | Sell |
-3,000
| Closed | -$186K | – | 44 |
|
|
2016
Q4 | $186K | Buy |
+3,000
| New | +$186K | 0.08% | 26 |
|