JWM
JPL Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
20,902
-26
| -0.1% | -$12.9K | 2.81% | 6 |
|
|
2025
Q1 | $7.86M | Buy |
20,928
+1,180
| +6% | +$443K | 2.24% | 6 |
|
|
2024
Q4 | $8.32M | Buy |
+19,748
| New | +$8.32M | 2.38% | 6 |
|
|
2024
Q2 | $6.34M | Buy |
14,177
+2,041
| +17% | +$912K | 3.1% | 3 |
|
|
2024
Q1 | $5.11M | Buy |
12,136
+2,105
| +21% | +$886K | 2.82% | 3 |
|
|
2023
Q4 | $3.77M | Buy |
+10,031
| New | +$3.77M | 2.72% | 3 |
|