KWM
Kaydan Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Hold |
5,228
| – | – | 0.85% | 24 |
|
|
2025
Q1 | $1.96M | Buy |
5,228
+300
| +6% | +$113K | 0.63% | 27 |
|
|
2024
Q4 | $2.08M | Sell |
4,928
-71
| -1% | -$29.9K | 0.69% | 23 |
|
|
2024
Q3 | $2.15M | Sell |
4,999
-33
| -0.7% | -$14.2K | 0.63% | 22 |
|
|
2024
Q2 | $2.25M | Buy |
5,032
+271
| +6% | +$121K | 0.8% | 20 |
|
|
2024
Q1 | $2M | Sell |
4,761
-176
| -4% | -$74K | 0.68% | 22 |
|
|
2023
Q4 | $1.86M | Sell |
4,937
-48
| -1% | -$18.1K | 0.75% | 21 |
|
|
2023
Q3 | $1.57M | Sell |
4,985
-141
| -3% | -$44.5K | 0.63% | 20 |
|
|
2023
Q2 | $1.75M | Sell |
5,126
-113
| -2% | -$38.5K | 0.73% | 19 |
|
|
2023
Q1 | $1.51M | Sell |
5,239
-115
| -2% | -$33.2K | 0.62% | 20 |
|
|
2022
Q4 | $1.28M | Sell |
5,354
-74
| -1% | -$17.7K | 0.51% | 24 |
|
|
2022
Q3 | $1.26M | Sell |
5,428
-257
| -5% | -$59.9K | 0.7% | 18 |
|
|
2022
Q2 | $1.46M | Buy |
5,685
+117
| +2% | +$30K | 0.81% | 17 |
|
|
2022
Q1 | $1.72M | Buy |
5,568
+64
| +1% | +$19.7K | 0.76% | 24 |
|
|
2021
Q4 | $1.85M | Buy |
+5,504
| New | +$1.85M | 0.7% | 24 |
|