KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
2,485
+219
| +10% | +$109K | 0.49% | 34 |
|
|
2025
Q1 | $859K | Sell |
2,266
-68
| -3% | -$25.8K | 0.39% | 36 |
|
|
2024
Q4 | $984K | Sell |
2,334
-84
| -3% | -$35.4K | 0.46% | 33 |
|
|
2024
Q3 | $1.04M | Buy |
2,418
+8
| +0.3% | +$3.44K | 0.51% | 30 |
|
|
2024
Q2 | $1.08M | Sell |
2,410
-49
| -2% | -$21.9K | 0.59% | 30 |
|
|
2024
Q1 | $1.03M | Buy |
2,459
+476
| +24% | +$200K | 0.62% | 32 |
|
|
2023
Q4 | $746K | Buy |
+1,983
| New | +$746K | 0.54% | 30 |
|
|
2022
Q4 | $508K | Buy |
+2,118
| New | +$508K | 0.46% | 34 |
|
|
2021
Q4 | $693K | Buy |
+2,062
| New | +$693K | 0.64% | 29 |
|