KWM
Keebeck Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
43,151
+1,169
| +3% | +$581K | 2.81% | 4 |
|
|
2025
Q1 | $15.8M | Sell |
41,982
-847
| -2% | -$318K | 2.33% | 6 |
|
|
2024
Q4 | $18.1M | Sell |
42,829
-18
| -0% | -$7.59K | 2.6% | 5 |
|
|
2024
Q3 | $18.4M | Buy |
42,847
+1,487
| +4% | +$640K | 2.67% | 4 |
|
|
2024
Q2 | $18.5M | Sell |
41,360
-606
| -1% | -$271K | 2.71% | 4 |
|
|
2024
Q1 | $17.7M | Sell |
41,966
-1,360
| -3% | -$572K | 2.6% | 4 |
|
|
2023
Q4 | $16.3M | Buy |
43,326
+809
| +2% | +$304K | 2.69% | 3 |
|
|
2023
Q3 | $13.4M | Buy |
42,517
+274
| +0.6% | +$86.5K | 2.34% | 5 |
|
|
2023
Q2 | $14.4M | Buy |
42,243
+6,473
| +18% | +$2.2M | 1.98% | 9 |
|
|
2023
Q1 | $10.3M | Sell |
35,770
-792
| -2% | -$228K | 1.66% | 12 |
|
|
2022
Q4 | $8.77M | Sell |
36,562
-10,211
| -22% | -$2.45M | 1.54% | 16 |
|
|
2022
Q3 | $10.9M | Buy |
46,773
+3,495
| +8% | +$814K | 2.1% | 8 |
|
|
2022
Q2 | $11.1M | Sell |
43,278
-6,598
| -13% | -$1.69M | 2.12% | 8 |
|
|
2022
Q1 | $15.4M | Buy |
49,876
+4,191
| +9% | +$1.29M | 2.55% | 7 |
|
|
2021
Q4 | $15.4M | Buy |
45,685
+1,010
| +2% | +$340K | 2.74% | 6 |
|
|
2021
Q3 | $12.6M | Sell |
44,675
-2,733
| -6% | -$771K | 2.48% | 8 |
|
|
2021
Q2 | $12.8M | Buy |
47,408
+2,685
| +6% | +$727K | 1.85% | 13 |
|
|
2021
Q1 | $10.5M | Buy |
44,723
+294
| +0.7% | +$69.3K | 1.64% | 16 |
|
|
2020
Q4 | $9.88M | Buy |
44,429
+1,067
| +2% | +$237K | 1.72% | 15 |
|
|
2020
Q3 | $9.12M | Buy |
43,362
+3,080
| +8% | +$648K | 1.88% | 15 |
|
|
2020
Q2 | $8.2M | Buy |
40,282
+953
| +2% | +$194K | 2.59% | 8 |
|
|
2020
Q1 | $6.2M | Buy |
39,329
+4,199
| +12% | +$662K | 2.58% | 8 |
|
|
2019
Q4 | $5.54M | Buy |
+35,130
| New | +$5.54M | 1.76% | 13 |
|