KJWM
Kiley Juergens Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.5M | Sell |
113,671
-998
| -0.9% | -$496K | 13.05% | 1 |
|
|
2025
Q1 | $43M | Sell |
114,669
-48
| -0% | -$18K | 11.45% | 1 |
|
|
2024
Q4 | $48.4M | Sell |
114,717
-187
| -0.2% | -$78.8K | 12.11% | 1 |
|
|
2024
Q3 | $49.4M | Sell |
114,904
-1,256
| -1% | -$540K | 12.83% | 1 |
|
|
2024
Q2 | $51.9M | Buy |
116,160
+6,897
| +6% | +$3.08M | 14.42% | 1 |
|
|
2024
Q1 | $46M | Sell |
109,263
-3,410
| -3% | -$1.43M | 14.22% | 1 |
|
|
2023
Q4 | $42.4M | Buy |
112,673
+28
| +0% | +$10.5K | 14.17% | 1 |
|
|
2023
Q3 | $35.6M | Sell |
112,645
-3,005
| -3% | -$949K | 12.84% | 1 |
|
|
2023
Q2 | $39.4M | Sell |
115,650
-1,117
| -1% | -$380K | 13.58% | 1 |
|
|
2023
Q1 | $33.7M | Buy |
116,767
+2,400
| +2% | +$692K | 12.6% | 1 |
|
|
2022
Q4 | $27.4M | Buy |
114,367
+2,295
| +2% | +$550K | 11.49% | 1 |
|
|
2022
Q3 | $26.1M | Buy |
112,072
+903
| +0.8% | +$210K | 12.28% | 1 |
|
|
2022
Q2 | $28.6M | Buy |
111,169
+41,336
| +59% | +$10.6M | 13.52% | 1 |
|
|
2022
Q1 | $21.5M | Sell |
69,833
-38,717
| -36% | -$11.9M | 10.39% | 1 |
|
|
2021
Q4 | $36.5M | Buy |
108,550
+1,292
| +1% | +$435K | 13.85% | 1 |
|
|
2021
Q3 | $30.2M | Buy |
107,258
+6,225
| +6% | +$1.75M | 13.26% | 1 |
|
|
2021
Q2 | $27.4M | Buy |
101,033
+7,855
| +8% | +$2.13M | 12.54% | 1 |
|
|
2021
Q1 | $22M | Sell |
93,178
-170
| -0.2% | -$40.1K | 11.47% | 1 |
|
|
2020
Q4 | $20.8M | Buy |
93,348
+271
| +0.3% | +$60.3K | 12.28% | 1 |
|
|
2020
Q3 | $19.6M | Sell |
93,077
-20,498
| -18% | -$4.31M | 14.31% | 1 |
|
|
2020
Q2 | $23.1M | Buy |
113,575
+774
| +0.7% | +$158K | 19.3% | 1 |
|
|
2020
Q1 | $17.8M | Buy |
112,801
+371
| +0.3% | +$58.5K | 18.35% | 1 |
|
|
2019
Q4 | $17.7M | Buy |
112,430
+14,703
| +15% | +$2.32M | 15.57% | 1 |
|
|
2019
Q3 | $13.6M | Sell |
97,727
-1,213
| -1% | -$169K | 14.87% | 1 |
|
|
2019
Q2 | $13.3M | Sell |
98,940
-520
| -0.5% | -$69.7K | 14.92% | 1 |
|
|
2019
Q1 | $11.7M | Buy |
99,460
+37
| +0% | +$4.36K | 14.61% | 1 |
|
|
2018
Q4 | $10.1M | Buy |
99,423
+3,397
| +4% | +$345K | 14.14% | 1 |
|
|
2018
Q3 | $11M | Buy |
96,026
+6,903
| +8% | +$789K | 8.2% | 1 |
|
|
2018
Q2 | $8.79M | Buy |
89,123
+2,373
| +3% | +$234K | 7.85% | 1 |
|
|
2018
Q1 | $7.92M | Sell |
86,750
-2,062
| -2% | -$188K | 8.59% | 2 |
|
|
2017
Q4 | $7.6M | Buy |
+88,812
| New | +$7.6M | 6.84% | 2 |
|