KMWM
Keudell/Morrison Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.39M | Sell |
18,875
-1,012
| -5% | -$503K | 2.08% | 12 |
|
|
2025
Q1 | $7.47M | Buy |
19,887
+176
| +0.9% | +$66.1K | 1.76% | 12 |
|
|
2024
Q4 | $8.31M | Buy |
19,711
+230
| +1% | +$96.9K | 2.17% | 13 |
|
|
2024
Q3 | $8.38M | Sell |
19,481
-919
| -5% | -$395K | 2.28% | 11 |
|
|
2024
Q2 | $9.12M | Sell |
20,400
-225
| -1% | -$101K | 2.67% | 11 |
|
|
2024
Q1 | $8.68M | Sell |
20,625
-244
| -1% | -$103K | 2.63% | 10 |
|
|
2023
Q4 | $7.85M | Buy |
20,869
+342
| +2% | +$129K | 2.59% | 9 |
|
|
2023
Q3 | $6.48M | Sell |
20,527
-174
| -0.8% | -$54.9K | 1.98% | 11 |
|
|
2023
Q2 | $7.05M | Sell |
20,701
-538
| -3% | -$183K | 2.03% | 11 |
|
|
2023
Q1 | $6.12M | Sell |
21,239
-24
| -0.1% | -$6.92K | 1.8% | 11 |
|
|
2022
Q4 | $5.1M | Buy |
21,263
+674
| +3% | +$162K | 1.64% | 11 |
|
|
2022
Q3 | $4.8M | Buy |
20,589
+777
| +4% | +$181K | 1.79% | 9 |
|
|
2022
Q2 | $5.09M | Sell |
19,812
-480
| -2% | -$123K | 1.85% | 9 |
|
|
2022
Q1 | $6.26M | Sell |
20,292
-616
| -3% | -$190K | 2.62% | 4 |
|
|
2021
Q4 | $7.03M | Sell |
20,908
-964
| -4% | -$324K | 2.78% | 5 |
|
|
2021
Q3 | $6.17M | Sell |
21,872
-614
| -3% | -$173K | 2.64% | 4 |
|
|
2021
Q2 | $6.09M | Buy |
22,486
+1,069
| +5% | +$290K | 3.33% | 3 |
|
|
2021
Q1 | $5.05M | Buy |
21,417
+120
| +0.6% | +$28.3K | 2.93% | 4 |
|
|
2020
Q4 | $4.74M | Buy |
21,297
+652
| +3% | +$145K | 3.01% | 4 |
|
|
2020
Q3 | $4.34M | Sell |
20,645
-932
| -4% | -$196K | 2.79% | 3 |
|
|
2020
Q2 | $4.39M | Buy |
21,577
+835
| +4% | +$170K | 3.63% | 2 |
|
|
2020
Q1 | $3.27M | Buy |
20,742
+833
| +4% | +$131K | 3.2% | 2 |
|
|
2019
Q4 | $3.14M | Sell |
19,909
-1,721
| -8% | -$271K | 2.17% | 8 |
|
|
2019
Q3 | $3.01M | Sell |
21,630
-96
| -0.4% | -$13.3K | 2.48% | 5 |
|
|
2019
Q2 | $2.94M | Sell |
21,726
-751
| -3% | -$102K | 2.57% | 5 |
|
|
2019
Q1 | $2.65M | Buy |
+22,477
| New | +$2.65M | 2.33% | 7 |
|