KWM
Kanen Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
+509
| New | +$253K | 0.1% | 26 |
|
|
2025
Q1 | – | Sell |
-521
| Closed | -$224K | – | 28 |
|
|
2024
Q4 | $224K | Hold |
521
| – | – | 0.08% | 25 |
|
|
2024
Q3 | $224K | Hold |
521
| – | – | 0.12% | 18 |
|
|
2024
Q2 | $233K | Buy |
521
+12
| +2% | +$5.36K | 0.14% | 19 |
|
|
2024
Q1 | $214K | Buy |
+509
| New | +$214K | 0.14% | 17 |
|