MWM
Magnolia Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.17M | Sell |
3,119
-352
| -10% | -$132K | 0.84% | 7 |
|
|
2024
Q4 | $1.46M | Hold |
3,471
| – | – | 1.02% | 7 |
|
|
2024
Q3 | $1.49M | Hold |
3,471
| – | – | 1.06% | 7 |
|
|
2024
Q2 | $1.55M | Buy |
3,471
+1,567
| +82% | +$700K | 1.17% | 7 |
|
|
2024
Q1 | $805K | Buy |
1,904
+841
| +79% | +$355K | 0.33% | 9 |
|
|
2023
Q4 | $400K | Hold |
1,063
| – | – | 0.34% | 9 |
|
|
2023
Q3 | $336K | Buy |
1,063
+88
| +9% | +$27.8K | 0.31% | 10 |
|
|
2023
Q2 | $332K | Buy |
975
+155
| +19% | +$52.8K | 0.31% | 10 |
|
|
2023
Q1 | $236K | Buy |
+820
| New | +$236K | 0.24% | 11 |
|
|
2022
Q2 | – | Sell |
-709
| Closed | -$219K | – | 11 |
|
|
2022
Q1 | $219K | Hold |
709
| – | – | 0.23% | 11 |
|
|
2021
Q4 | $238K | Buy |
+709
| New | +$238K | 0.24% | 13 |
|