MPW
MA Private Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
2,099
-97
| -4% | -$48.2K | 0.19% | 47 |
|
|
2025
Q1 | $824K | Buy |
2,196
+50
| +2% | +$18.8K | 0.16% | 50 |
|
|
2024
Q4 | $905K | Sell |
2,146
-1,904
| -47% | -$803K | 0.17% | 45 |
|
|
2024
Q3 | $1.74M | Sell |
4,050
-38
| -0.9% | -$16.4K | 0.33% | 33 |
|
|
2024
Q2 | $1.83M | Hold |
4,088
| – | – | 0.36% | 31 |
|
|
2024
Q1 | $1.72M | Hold |
4,088
| – | – | 0.35% | 33 |
|
|
2023
Q4 | $1.54M | Hold |
4,088
| – | – | 0.33% | 34 |
|
|
2023
Q3 | $1.29M | Sell |
4,088
-1
| -0% | -$316 | 0.31% | 36 |
|
|
2023
Q2 | $1.39M | Buy |
4,089
+245
| +6% | +$83.4K | 0.32% | 36 |
|
|
2023
Q1 | $1.11M | Sell |
3,844
-4,390
| -53% | -$1.27M | 0.27% | 39 |
|
|
2022
Q4 | $1.97M | Sell |
8,234
-1,051
| -11% | -$252K | 0.48% | 36 |
|
|
2022
Q3 | $2.3M | Sell |
9,285
-18
| -0.2% | -$4.45K | 0.57% | 33 |
|
|
2022
Q2 | $2.35M | Sell |
9,303
-738
| -7% | -$187K | 0.57% | 33 |
|
|
2022
Q1 | $3.1M | Sell |
10,041
-32
| -0.3% | -$9.87K | 0.56% | 30 |
|
|
2021
Q4 | $3.39M | Sell |
10,073
-326
| -3% | -$110K | 0.61% | 29 |
|
|
2021
Q3 | $2.93M | Buy |
10,399
+15
| +0.1% | +$4.23K | 0.58% | 32 |
|
|
2021
Q2 | $2.81M | Sell |
10,384
-2,303
| -18% | -$624K | 0.56% | 33 |
|
|
2021
Q1 | $2.99M | Buy |
12,687
+4,936
| +64% | +$1.16M | 0.62% | 32 |
|
|
2020
Q4 | $1.72M | Sell |
7,751
-4,250
| -35% | -$945K | 0.39% | 37 |
|
|
2020
Q3 | $2.52M | Buy |
12,001
+18
| +0.2% | +$3.79K | 0.6% | 30 |
|
|
2020
Q2 | $2.44M | Buy |
11,983
+4,054
| +51% | +$825K | 0.61% | 30 |
|
|
2020
Q1 | $1.25M | Buy |
+7,929
| New | +$1.25M | 0.37% | 32 |
|
|
2019
Q4 | – | Sell |
-6,126
| Closed | -$852K | – | 88 |
|
|
2019
Q3 | $852K | Sell |
6,126
-239
| -4% | -$33.2K | 0.24% | 43 |
|
|
2019
Q2 | $853K | Buy |
6,365
+13
| +0.2% | +$1.74K | 0.25% | 44 |
|
|
2019
Q1 | $749K | Buy |
6,352
+16
| +0.3% | +$1.89K | 0.24% | 49 |
|
|
2018
Q4 | $644K | Buy |
+6,336
| New | +$644K | 0.24% | 54 |
|