KWS
Keystone Wealth Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
24,791
-211
| -0.8% | -$105K | 2.97% | 3 |
|
|
2025
Q1 | $9.39M | Sell |
25,002
-388
| -2% | -$146K | 2.54% | 4 |
|
|
2024
Q4 | $10.7M | Buy |
25,390
+999
| +4% | +$421K | 2.83% | 4 |
|
|
2024
Q3 | $10.5M | Buy |
24,391
+2,729
| +13% | +$1.17M | 2.9% | 3 |
|
|
2024
Q2 | $9.68M | Buy |
21,662
+574
| +3% | +$257K | 3.01% | 3 |
|
|
2024
Q1 | $8.87M | Buy |
21,088
+141
| +0.7% | +$59.3K | 2.88% | 4 |
|
|
2023
Q4 | $7.88M | Buy |
20,947
+6
| +0% | +$2.26K | 2.7% | 4 |
|
|
2023
Q3 | $6.61M | Buy |
20,941
+59
| +0.3% | +$18.6K | 2.51% | 5 |
|
|
2023
Q2 | $7.11M | Buy |
20,882
+146
| +0.7% | +$49.7K | 2.66% | 5 |
|
|
2023
Q1 | $5.98M | Buy |
20,736
+288
| +1% | +$83K | 2.45% | 7 |
|
|
2022
Q4 | $4.9M | Buy |
20,448
+1,210
| +6% | +$290K | 2.14% | 8 |
|
|
2022
Q3 | $4.48M | Buy |
19,238
+381
| +2% | +$88.7K | 2.12% | 12 |
|
|
2022
Q2 | $4.84M | Buy |
18,857
+603
| +3% | +$155K | 2.17% | 10 |
|
|
2022
Q1 | $5.63M | Buy |
18,254
+5
| +0% | +$1.54K | 2.23% | 11 |
|
|
2021
Q4 | $6.14M | Buy |
+18,249
| New | +$6.14M | 2.49% | 6 |
|