KWMG
King Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.5M | Sell |
111,539
-2,067
| -2% | -$1.03M | 7.53% | 3 |
|
|
2025
Q1 | $42.6M | Buy |
113,606
+1,142
| +1% | +$429K | 6.46% | 3 |
|
|
2024
Q4 | $47.4M | Buy |
112,464
+1,963
| +2% | +$827K | 6.91% | 3 |
|
|
2024
Q3 | $47.5M | Buy |
110,501
+29,295
| +36% | +$12.6M | 7.41% | 3 |
|
|
2024
Q2 | $36.3M | Buy |
81,206
+100
| +0.1% | +$44.7K | 6.05% | 3 |
|
|
2024
Q1 | $34.1M | Buy |
81,106
+405
| +0.5% | +$170K | 5.98% | 3 |
|
|
2023
Q4 | $30.3M | Sell |
80,701
-822
| -1% | -$309K | 5.87% | 3 |
|
|
2023
Q3 | $25.7M | Sell |
81,523
-406
| -0.5% | -$128K | 5.43% | 3 |
|
|
2023
Q2 | $27.9M | Buy |
81,929
+232
| +0.3% | +$79K | 5.64% | 3 |
|
|
2023
Q1 | $23.6M | Buy |
81,697
+144
| +0.2% | +$41.5K | 5.2% | 3 |
|
|
2022
Q4 | $19.6M | Sell |
81,553
-2,149
| -3% | -$515K | 4.68% | 4 |
|
|
2022
Q3 | $19.5M | Buy |
83,702
+206
| +0.2% | +$48K | 4.95% | 3 |
|
|
2022
Q2 | $21.4M | Sell |
83,496
-1,238
| -1% | -$318K | 5.13% | 3 |
|
|
2022
Q1 | $26.1M | Buy |
84,734
+1,531
| +2% | +$472K | 5.13% | 3 |
|
|
2021
Q4 | $28M | Sell |
83,203
-117
| -0.1% | -$39.4K | 5.19% | 3 |
|
|
2021
Q3 | $23.5M | Sell |
83,320
-484
| -0.6% | -$136K | 4.81% | 3 |
|
|
2021
Q2 | $22.7M | Buy |
83,804
+2,036
| +2% | +$552K | 4.64% | 3 |
|
|
2021
Q1 | $19.3M | Sell |
81,768
-5,387
| -6% | -$1.27M | 4.33% | 4 |
|
|
2020
Q4 | $19.4M | Sell |
87,155
-392
| -0.4% | -$87.2K | 4.54% | 4 |
|
|
2020
Q3 | $18.4M | Buy |
87,547
+349
| +0.4% | +$73.4K | 4.78% | 3 |
|
|
2020
Q2 | $17.7M | Buy |
87,198
+988
| +1% | +$201K | 5.21% | 3 |
|
|
2020
Q1 | $13.6M | Sell |
86,210
-1,160
| -1% | -$183K | 5.87% | 4 |
|
|
2019
Q4 | $13.8M | Buy |
87,370
+842
| +1% | +$133K | 3.65% | 7 |
|
|
2019
Q3 | $12M | Buy |
86,528
+1,779
| +2% | +$247K | 3.45% | 7 |
|
|
2019
Q2 | $11.4M | Buy |
84,749
+3,173
| +4% | +$425K | 3.39% | 7 |
|
|
2019
Q1 | $9.62M | Buy |
81,576
+4,263
| +6% | +$503K | 3.01% | 7 |
|
|
2018
Q4 | $7.85M | Buy |
77,313
+39,389
| +104% | +$4M | 2.84% | 7 |
|
|
2018
Q3 | $4.34M | Buy |
37,924
+1,623
| +4% | +$186K | 1.36% | 20 |
|
|
2018
Q2 | $3.58M | Buy |
36,301
+3,485
| +11% | +$344K | 1.23% | 21 |
|
|
2018
Q1 | $3M | Buy |
32,816
+1,623
| +5% | +$148K | 1.06% | 25 |
|
|
2017
Q4 | $2.67M | Buy |
31,193
+302
| +1% | +$25.8K | 0.94% | 27 |
|
|
2017
Q3 | $2.3M | Buy |
30,891
+881
| +3% | +$65.7K | 0.86% | 29 |
|
|
2017
Q2 | $2.07M | Buy |
30,010
+791
| +3% | +$54.5K | 0.82% | 28 |
|
|
2017
Q1 | $1.92M | Sell |
29,219
-25
| -0.1% | -$1.65K | 0.8% | 28 |
|
|
2016
Q4 | $1.82M | Buy |
29,244
+12,085
| +70% | +$751K | 0.82% | 29 |
|
|
2016
Q3 | $989K | Buy |
17,159
+1,021
| +6% | +$58.8K | 0.49% | 40 |
|
|
2016
Q2 | $826K | Buy |
16,138
+189
| +1% | +$9.67K | 0.44% | 44 |
|
|
2016
Q1 | $881K | Buy |
15,949
+253
| +2% | +$14K | 0.47% | 44 |
|
|
2015
Q4 | $871K | Buy |
15,696
+5,309
| +51% | +$295K | 0.48% | 47 |
|
|
2015
Q3 | $460K | Buy |
10,387
+12
| +0.1% | +$531 | 0.28% | 61 |
|
|
2015
Q2 | $458K | Sell |
10,375
-398
| -4% | -$17.6K | 0.25% | 65 |
|
|
2015
Q1 | $438K | Sell |
10,773
-897
| -8% | -$36.5K | 0.25% | 57 |
|
|
2014
Q4 | $542K | Sell |
11,670
-1,008
| -8% | -$46.8K | 0.29% | 57 |
|
|
2014
Q3 | $587K | Buy |
12,678
+1,453
| +13% | +$67.3K | 0.37% | 55 |
|
|
2014
Q2 | $474K | Sell |
11,225
-577
| -5% | -$24.4K | 0.29% | 61 |
|
|
2014
Q1 | $484K | Sell |
11,802
-4,430
| -27% | -$182K | 0.33% | 53 |
|
|
2013
Q4 | $607K | Sell |
16,232
-78
| -0.5% | -$2.92K | 0.35% | 65 |
|
|
2013
Q3 | $543K | Sell |
16,310
-397
| -2% | -$13.2K | 0.35% | 63 |
|
|
2013
Q2 | $577K | Buy |
+16,707
| New | +$577K | 0.4% | 60 |
|