KWM
KFG Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Buy |
6,990
+1,748
| +33% | +$870K | 0.56% | 34 |
|
|
2025
Q1 | $1.97M | Sell |
5,242
-301
| -5% | -$113K | 0.36% | 47 |
|
|
2024
Q4 | $2.34M | Buy |
5,543
+51
| +0.9% | +$21.5K | 0.44% | 42 |
|
|
2024
Q3 | $2.36M | Buy |
5,492
+741
| +16% | +$319K | 0.51% | 40 |
|
|
2024
Q2 | $2.12M | Sell |
4,751
-126
| -3% | -$56.3K | 0.84% | 29 |
|
|
2024
Q1 | $2.05M | Buy |
4,877
+216
| +5% | +$90.9K | 0.84% | 28 |
|
|
2023
Q4 | $1.75M | Buy |
4,661
+1,502
| +48% | +$565K | 0.8% | 30 |
|
|
2023
Q3 | $997K | Buy |
3,159
+57
| +2% | +$18K | 0.54% | 38 |
|
|
2023
Q2 | $1.06M | Buy |
3,102
+1
| +0% | +$340 | 0.62% | 30 |
|
|
2023
Q1 | $899K | Sell |
3,101
-4
| -0.1% | -$1.16K | 0.62% | 29 |
|
|
2022
Q4 | $745K | Buy |
+3,105
| New | +$745K | 0.76% | 27 |
|