KSWWM
Keyes Stange & Wooten Wealth Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.19M | Sell |
4,409
-111
| -2% | -$55.2K | 1.14% | 13 |
|
2025
Q1 | $1.7M | Sell |
4,520
-55
| -1% | -$20.6K | 0.96% | 14 |
|
2024
Q4 | $1.93M | Buy |
4,575
+2
| +0% | +$843 | 1.14% | 13 |
|
2024
Q3 | $1.97M | Buy |
4,573
+23
| +0.5% | +$9.9K | 1.17% | 13 |
|
2024
Q2 | $2.03M | Sell |
4,550
-143
| -3% | -$63.9K | 1.42% | 13 |
|
2024
Q1 | $1.97M | Buy |
4,693
+80
| +2% | +$33.7K | 1.74% | 11 |
|
2023
Q4 | $1.73M | Buy |
+4,613
| New | +$1.73M | 1.84% | 10 |
|