KWM
Kolinsky Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.81M | Buy |
20,909
+551
| +3% | +$232K | 5.38% | 2 |
|
|
2024
Q3 | $8.76M | Buy |
20,358
+891
| +5% | +$383K | 5.7% | 2 |
|
|
2024
Q2 | $8.7M | Buy |
19,467
+933
| +5% | +$417K | 6.23% | 2 |
|
|
2024
Q1 | $7.8M | Buy |
18,534
+797
| +4% | +$335K | 5.96% | 2 |
|
|
2023
Q4 | $6.67M | Sell |
17,737
-65
| -0.4% | -$24.4K | 5.87% | 2 |
|
|
2023
Q3 | $5.62M | Buy |
17,802
+339
| +2% | +$107K | 5.58% | 2 |
|
|
2023
Q2 | $5.85M | Buy |
17,463
+1,233
| +8% | +$413K | 5.55% | 4 |
|
|
2023
Q1 | $4.68M | Sell |
16,230
-137
| -0.8% | -$39.5K | 4.97% | 4 |
|
|
2022
Q4 | $3.93M | Sell |
16,367
-89
| -0.5% | -$21.3K | 4.48% | 3 |
|
|
2022
Q3 | $3.83M | Sell |
16,456
-701
| -4% | -$163K | 4.8% | 4 |
|
|
2022
Q2 | $4.41M | Buy |
17,157
+102
| +0.6% | +$26.2K | 5.21% | 3 |
|
|
2022
Q1 | $5.26M | Buy |
17,055
+334
| +2% | +$103K | 5.16% | 3 |
|
|
2021
Q4 | $5.62M | Buy |
+16,721
| New | +$5.62M | 5.2% | 3 |
|