JWM
Jeppson Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Sell |
13,604
-545
| -4% | -$271K | 2.34% | 6 |
|
|
2025
Q1 | $5.31M | Buy |
14,149
+200
| +1% | +$75.1K | 1.94% | 9 |
|
|
2024
Q4 | $5.88M | Buy |
13,949
+4
| +0% | +$1.69K | 2.13% | 8 |
|
|
2024
Q3 | $6M | Sell |
13,945
-129
| -0.9% | -$55.5K | 2.15% | 7 |
|
|
2024
Q2 | $6.29M | Buy |
14,074
+166
| +1% | +$74.2K | 2.4% | 7 |
|
|
2024
Q1 | $5.85M | Sell |
13,908
-332
| -2% | -$140K | 2.27% | 8 |
|
|
2023
Q4 | $5.35M | Sell |
14,240
-57
| -0.4% | -$21.4K | 2.22% | 6 |
|
|
2023
Q3 | $4.51M | Sell |
14,297
-433
| -3% | -$137K | 2.07% | 6 |
|
|
2023
Q2 | $5.02M | Sell |
14,730
-621
| -4% | -$211K | 2.18% | 5 |
|
|
2023
Q1 | $4.43M | Sell |
15,351
-878
| -5% | -$253K | 1.93% | 6 |
|
|
2022
Q4 | $3.89M | Buy |
16,229
+109
| +0.7% | +$26.1K | 1.64% | 7 |
|
|
2022
Q3 | $3.75M | Buy |
16,120
+418
| +3% | +$97.3K | 1.7% | 7 |
|
|
2022
Q2 | $4.03M | Buy |
15,702
+2,255
| +17% | +$579K | 1.73% | 7 |
|
|
2022
Q1 | $4.15M | Buy |
13,447
+659
| +5% | +$203K | 1.93% | 8 |
|
|
2021
Q4 | $4.3M | Sell |
12,788
-447
| -3% | -$150K | 2.07% | 7 |
|
|
2021
Q3 | $3.73M | Buy |
13,235
+201
| +2% | +$56.7K | 1.94% | 8 |
|
|
2021
Q2 | $3.53M | Buy |
13,034
+5
| +0% | +$1.36K | 1.93% | 8 |
|
|
2021
Q1 | $3.07M | Sell |
13,029
-210
| -2% | -$49.5K | 1.83% | 8 |
|
|
2020
Q4 | $2.95M | Sell |
13,239
-60
| -0.5% | -$13.3K | 1.96% | 8 |
|
|
2020
Q3 | $2.8M | Buy |
+13,299
| New | +$2.8M | 2.19% | 5 |
|