JWS
Juncture Wealth Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
2,327
-78
| -3% | -$38.8K | 0.41% | 45 |
|
|
2025
Q1 | $903K | Sell |
2,405
-136
| -5% | -$51K | 0.35% | 50 |
|
|
2024
Q4 | $1.07M | Sell |
2,541
-163
| -6% | -$68.7K | 0.4% | 40 |
|
|
2024
Q3 | $1.16M | Buy |
2,704
+364
| +16% | +$157K | 0.45% | 37 |
|
|
2024
Q2 | $1.05M | Sell |
2,340
-296
| -11% | -$132K | 0.44% | 41 |
|
|
2024
Q1 | $1.11M | Buy |
2,636
+17
| +0.6% | +$7.15K | 0.48% | 39 |
|
|
2023
Q4 | $985K | Sell |
2,619
-94
| -3% | -$35.3K | 0.45% | 44 |
|
|
2023
Q3 | $857K | Buy |
2,713
+60
| +2% | +$18.9K | 0.42% | 51 |
|
|
2023
Q2 | $903K | Buy |
2,653
+37
| +1% | +$12.6K | 0.42% | 43 |
|
|
2023
Q1 | $754K | Buy |
2,616
+54
| +2% | +$15.6K | 0.37% | 49 |
|
|
2022
Q4 | $614K | Buy |
2,562
+662
| +35% | +$159K | 0.29% | 58 |
|
|
2022
Q3 | $443K | Buy |
1,900
+613
| +48% | +$143K | 0.22% | 74 |
|
|
2022
Q2 | $331K | Buy |
1,287
+406
| +46% | +$104K | 0.16% | 90 |
|
|
2022
Q1 | $272K | Sell |
881
-776
| -47% | -$240K | 0.13% | 103 |
|
|
2021
Q4 | $557K | Buy |
1,657
+553
| +50% | +$186K | 0.27% | 75 |
|
|
2021
Q3 | $311K | Sell |
1,104
-1,420
| -56% | -$400K | 0.16% | 95 |
|
|
2021
Q2 | $723K | Buy |
+2,524
| New | +$723K | 0.42% | 55 |
|