JWM
Jessup Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Sell |
8,306
-39
| -0.5% | -$19.4K | 1.66% | 21 |
|
|
2025
Q1 | $3.13M | Buy |
8,345
+1,384
| +20% | +$520K | 1.32% | 24 |
|
|
2024
Q4 | $2.93M | Buy |
6,961
+277
| +4% | +$117K | 1.25% | 21 |
|
|
2024
Q3 | $2.88M | Sell |
6,684
-378
| -5% | -$163K | 1.32% | 20 |
|
|
2024
Q2 | $3.16M | Sell |
7,062
-141
| -2% | -$63K | 1.35% | 25 |
|
|
2024
Q1 | $3.03M | Buy |
7,203
+268
| +4% | +$113K | 1.3% | 28 |
|
|
2023
Q4 | $2.61M | Sell |
6,935
-19
| -0.3% | -$7.15K | 1.3% | 24 |
|
|
2023
Q3 | $2.2M | Sell |
6,954
-1,993
| -22% | -$629K | 1.27% | 24 |
|
|
2023
Q2 | $3.05M | Sell |
8,947
-169
| -2% | -$57.5K | 1.63% | 20 |
|
|
2023
Q1 | $2.63M | Buy |
9,116
+597
| +7% | +$172K | 1.56% | 19 |
|
|
2022
Q4 | $2.04M | Buy |
+8,519
| New | +$2.04M | 1.3% | 25 |
|