JWM
Jupiter Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Buy |
32,745
+663
| +2% | +$345K | 8.61% | 2 |
|
|
2025
Q1 | $14.7M | Sell |
32,082
-3,536
| -10% | -$1.62M | 8.92% | 2 |
|
|
2024
Q4 | $15M | Buy |
35,618
+400
| +1% | +$169K | 7.52% | 3 |
|
|
2024
Q3 | $15.2M | Buy |
35,218
+615
| +2% | +$265K | 7.75% | 2 |
|
|
2024
Q2 | $14.5M | Sell |
34,603
-798
| -2% | -$334K | 7.67% | 2 |
|
|
2024
Q1 | $14.5M | Sell |
35,401
-509
| -1% | -$209K | 7.69% | 2 |
|
|
2023
Q4 | $13.5M | Buy |
35,910
+887
| +3% | +$334K | 7.94% | 2 |
|
|
2023
Q3 | $12.9M | Buy |
35,023
+1,769
| +5% | +$654K | 8.39% | 2 |
|
|
2023
Q2 | $11.3M | Buy |
33,254
+1,944
| +6% | +$662K | 9.72% | 3 |
|
|
2023
Q1 | $9.03M | Buy |
31,310
+2,690
| +9% | +$776K | 8.31% | 3 |
|
|
2022
Q4 | $6.86M | Buy |
28,620
+1,000
| +4% | +$240K | 6.64% | 2 |
|
|
2022
Q3 | $6.43M | Sell |
27,620
-425
| -2% | -$99K | 6.45% | 3 |
|
|
2022
Q2 | $7.2M | Sell |
28,045
-7,830
| -22% | -$2.01M | 6.56% | 2 |
|
|
2022
Q1 | $11.1M | Sell |
35,875
-300
| -0.8% | -$92.5K | 6.92% | 3 |
|
|
2021
Q4 | $12.2M | Sell |
36,175
-1,250
| -3% | -$420K | 6.31% | 1 |
|
|
2021
Q3 | $12.4M | Buy |
37,425
+335
| +0.9% | +$111K | 5.84% | 2 |
|
|
2021
Q2 | $10.7M | Buy |
37,090
+90
| +0.2% | +$26.1K | 5.14% | 3 |
|
|
2021
Q1 | $9.34M | Buy |
37,000
+860
| +2% | +$217K | 4.72% | 2 |
|
|
2020
Q4 | $8.04M | Buy |
36,140
+1,855
| +5% | +$413K | 4.92% | 3 |
|
|
2020
Q3 | $7.21M | Sell |
34,285
-6,830
| -17% | -$1.44M | 5.08% | 2 |
|
|
2020
Q2 | $8.7M | Sell |
41,115
-4,130
| -9% | -$874K | 4.35% | 6 |
|
|
2020
Q1 | $7.9M | Buy |
45,245
+42,886
| +1,818% | +$7.49M | 4.6% | 6 |
|
|
2019
Q4 | $382K | Hold |
2,359
| – | – | 0.18% | 63 |
|
|
2019
Q3 | $328K | Sell |
2,359
-1,884
| -44% | -$262K | 0.18% | 63 |
|
|
2019
Q2 | $578K | Buy |
+4,243
| New | +$578K | 0.29% | 47 |
|