KWM
Kingsview Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Sell |
213,848
-1,239
| -0.6% | -$616K | 1.8% | 7 |
|
|
2025
Q1 | $80.7M | Buy |
215,087
+2,474
| +1% | +$929K | 1.52% | 12 |
|
|
2024
Q4 | $89.6M | Buy |
212,613
+2,108
| +1% | +$889K | 1.75% | 10 |
|
|
2024
Q3 | $90.6M | Buy |
210,505
+1,871
| +0.9% | +$805K | 1.91% | 7 |
|
|
2024
Q2 | $93.2M | Buy |
208,634
+4,525
| +2% | +$2.02M | 2.2% | 7 |
|
|
2024
Q1 | $85.9M | Buy |
204,109
+9,465
| +5% | +$3.98M | 2.15% | 5 |
|
|
2023
Q4 | $73.2M | Buy |
194,644
+871
| +0.4% | +$328K | 2.19% | 5 |
|
|
2023
Q3 | $61.2M | Buy |
193,773
+1,750
| +0.9% | +$553K | 2.2% | 4 |
|
|
2023
Q2 | $65.4M | Sell |
192,023
-1,905
| -1% | -$649K | 2.56% | 2 |
|
|
2023
Q1 | $55.9M | Sell |
193,928
-11,012
| -5% | -$3.17M | 2.35% | 4 |
|
|
2022
Q4 | $49.1M | Sell |
204,940
-13,175
| -6% | -$3.16M | 2.13% | 3 |
|
|
2022
Q3 | $50.8M | Buy |
218,115
+5,479
| +3% | +$1.28M | 2.41% | 4 |
|
|
2022
Q2 | $54.6M | Sell |
212,636
-18,094
| -8% | -$4.65M | 2.61% | 4 |
|
|
2022
Q1 | $71.1M | Sell |
230,730
-12,242
| -5% | -$3.77M | 3.13% | 2 |
|
|
2021
Q4 | $81.7M | Sell |
242,972
-200
| -0.1% | -$67.3K | 3.4% | 2 |
|
|
2021
Q3 | $68.6M | Buy |
243,172
+31,999
| +15% | +$9.02M | 3.25% | 2 |
|
|
2021
Q2 | $57.3M | Buy |
211,173
+14,076
| +7% | +$3.82M | 2.83% | 2 |
|
|
2021
Q1 | $47.8M | Buy |
197,097
+20,243
| +11% | +$4.91M | 2.71% | 2 |
|
|
2020
Q4 | $39.3M | Buy |
176,854
+11,826
| +7% | +$2.63M | 2.85% | 3 |
|
|
2020
Q3 | $34.7M | Buy |
165,028
+9,806
| +6% | +$2.06M | 3.11% | 3 |
|
|
2020
Q2 | $31.6M | Buy |
155,222
+6,687
| +5% | +$1.36M | 3.16% | 3 |
|
|
2020
Q1 | $23.4M | Sell |
148,535
-11,834
| -7% | -$1.87M | 3.16% | 2 |
|
|
2019
Q4 | $25.3M | Buy |
160,369
+48,808
| +44% | +$7.7M | 3.17% | 2 |
|
|
2019
Q3 | $15.5M | Buy |
111,561
+2,446
| +2% | +$340K | 2.44% | 3 |
|
|
2019
Q2 | $14.6M | Sell |
109,115
-272
| -0.2% | -$36.4K | 2.45% | 2 |
|
|
2019
Q1 | $12.9M | Buy |
109,387
+20,933
| +24% | +$2.47M | 1.96% | 5 |
|
|
2018
Q4 | $8.99M | Buy |
88,454
+5,627
| +7% | +$572K | 1.96% | 3 |
|
|
2018
Q3 | $9.47M | Buy |
82,827
+2,552
| +3% | +$292K | 1.92% | 4 |
|
|
2018
Q2 | $7.92M | Buy |
80,275
+661
| +0.8% | +$65.2K | 1.89% | 4 |
|
|
2018
Q1 | $7.27M | Buy |
79,614
+51,105
| +179% | +$4.66M | 1.81% | 4 |
|
|
2017
Q4 | $2.44M | Buy |
28,509
+5,952
| +26% | +$509K | 0.87% | 25 |
|
|
2017
Q3 | $1.68M | Buy |
22,557
+1,811
| +9% | +$135K | 0.74% | 34 |
|
|
2017
Q2 | $1.43M | Buy |
20,746
+520
| +3% | +$35.8K | 0.74% | 34 |
|
|
2017
Q1 | $1.33M | Buy |
+20,226
| New | +$1.33M | 0.79% | 28 |
|