MWM
Marion Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.68M | Buy |
15,448
+58
| +0.4% | +$28.9K | 1.92% | 15 |
|
|
2025
Q1 | $5.78M | Buy |
15,390
+148
| +1% | +$55.6K | 1.54% | 19 |
|
|
2024
Q4 | $6.42M | Buy |
15,242
+159
| +1% | +$67K | 1.7% | 16 |
|
|
2024
Q3 | $6.49M | Buy |
15,083
+413
| +3% | +$178K | 1.73% | 14 |
|
|
2024
Q2 | $6.56M | Buy |
14,670
+13
| +0.1% | +$5.81K | 1.93% | 14 |
|
|
2024
Q1 | $6.17M | Buy |
14,657
+995
| +7% | +$419K | 1.84% | 12 |
|
|
2023
Q4 | $5.14M | Sell |
13,662
-1,340
| -9% | -$504K | 1.64% | 16 |
|
|
2023
Q3 | $4.74M | Buy |
15,002
+1,376
| +10% | +$434K | 1.67% | 17 |
|
|
2023
Q2 | $4.64M | Sell |
13,626
-113
| -0.8% | -$38.5K | 1.65% | 17 |
|
|
2023
Q1 | $3.96M | Buy |
13,739
+1,103
| +9% | +$318K | 1.48% | 17 |
|
|
2022
Q4 | $3.03M | Buy |
12,636
+1,883
| +18% | +$452K | 1.28% | 19 |
|
|
2022
Q3 | $2.5M | Buy |
10,753
+1,003
| +10% | +$234K | 1.29% | 19 |
|
|
2022
Q2 | $2.5M | Buy |
9,750
+440
| +5% | +$113K | 1.31% | 23 |
|
|
2022
Q1 | $2.87M | Buy |
9,310
+41
| +0.4% | +$12.6K | 1.4% | 21 |
|
|
2021
Q4 | $3.12M | Buy |
+9,269
| New | +$3.12M | 1.48% | 21 |
|