JWWM
Johnson & White Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
5,837
-102
| -2% | -$50.7K | 1.46% | 21 |
|
|
2025
Q1 | $2.23M | Buy |
5,939
+107
| +2% | +$40.2K | 1.25% | 22 |
|
|
2024
Q4 | $2.44M | Buy |
+5,832
| New | +$2.44M | 1.48% | 19 |
|
|
2024
Q2 | – | Sell |
-5,380
| Closed | -$2.26M | – | 74 |
|
|
2024
Q1 | $2.26M | Buy |
5,380
+288
| +6% | +$121K | 1.65% | 17 |
|
|
2023
Q4 | $1.92M | Sell |
5,092
-51
| -1% | -$19.2K | 1.59% | 18 |
|
|
2023
Q3 | $1.62M | Buy |
+5,143
| New | +$1.62M | 1.47% | 21 |
|
|
2023
Q2 | – | Sell |
-4,712
| Closed | -$1.36M | – | 59 |
|
|
2023
Q1 | $1.36M | Buy |
+4,712
| New | +$1.36M | 1.21% | 23 |
|
|
2022
Q4 | – | Sell |
-3,476
| Closed | -$810K | – | 103 |
|
|
2022
Q3 | $810K | Buy |
+3,476
| New | +$810K | 0.91% | 26 |
|