JWM
JFG Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Hold |
1,160
| – | – | 0.12% | 40 |
|
|
2025
Q1 | $435K | Sell |
1,160
-1,335
| -54% | -$501K | 0.1% | 51 |
|
|
2024
Q4 | $1.05M | Buy |
2,495
+61
| +3% | +$25.7K | 0.24% | 41 |
|
|
2024
Q3 | $1.05M | Buy |
2,434
+1,039
| +74% | +$447K | 0.29% | 28 |
|
|
2024
Q2 | $624K | Buy |
1,395
+321
| +30% | +$143K | 0.18% | 28 |
|
|
2024
Q1 | $452K | Buy |
1,074
+315
| +42% | +$133K | 0.12% | 35 |
|
|
2023
Q4 | $285K | Buy |
759
+109
| +17% | +$41K | 0.08% | 60 |
|
|
2023
Q3 | $205K | Hold |
650
| – | – | 0.07% | 34 |
|
|
2023
Q2 | $221K | Sell |
650
-66
| -9% | -$22.5K | 0.07% | 36 |
|
|
2023
Q1 | $206K | Buy |
+716
| New | +$206K | 0.07% | 29 |
|
|
2022
Q1 | – | Sell |
-1,500
| Closed | -$504K | – | 54 |
|
|
2021
Q4 | $504K | Sell |
1,500
-48
| -3% | -$16.1K | 0.19% | 20 |
|
|
2021
Q3 | $436K | Hold |
1,548
| – | – | 0.21% | 20 |
|
|
2021
Q2 | $419K | Buy |
+1,548
| New | +$419K | 0.18% | 19 |
|
|
2021
Q1 | – | Sell |
-2,901
| Closed | -$645K | – | 37 |
|
|
2020
Q4 | $645K | Sell |
2,901
-3,864
| -57% | -$859K | 0.35% | 25 |
|
|
2020
Q3 | $1.42M | Buy |
+6,765
| New | +$1.42M | 1.01% | 13 |
|
|
2019
Q2 | – | Sell |
-3,350
| Closed | -$395K | – | 20 |
|
|
2019
Q1 | $395K | Sell |
3,350
-179
| -5% | -$21.1K | 0.33% | 9 |
|
|
2018
Q4 | $358K | Buy |
+3,529
| New | +$358K | 0.32% | 21 |
|