MGWM
Marks Group Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Sell |
32,065
-445
| -1% | -$221K | 1.48% | 8 |
|
|
2025
Q1 | $12.2M | Buy |
32,510
+451
| +1% | +$169K | 1.17% | 12 |
|
|
2024
Q4 | $13.5M | Buy |
32,059
+678
| +2% | +$286K | 1.33% | 9 |
|
|
2024
Q3 | $13.5M | Buy |
31,381
+762
| +2% | +$328K | 1.29% | 9 |
|
|
2024
Q2 | $13.7M | Buy |
30,619
+144
| +0.5% | +$64.4K | 1.44% | 8 |
|
|
2024
Q1 | $12.8M | Buy |
30,475
+370
| +1% | +$156K | 1.34% | 9 |
|
|
2023
Q4 | $11.3M | Buy |
30,105
+1,587
| +6% | +$597K | 1.29% | 9 |
|
|
2023
Q3 | $9M | Sell |
28,518
-113
| -0.4% | -$35.7K | 1.11% | 9 |
|
|
2023
Q2 | $9.75M | Sell |
28,631
-45
| -0.2% | -$15.3K | 1.16% | 9 |
|
|
2023
Q1 | $8.27M | Buy |
28,676
+6,279
| +28% | +$1.81M | 1.06% | 11 |
|
|
2022
Q4 | $5.37M | Buy |
22,397
+14,500
| +184% | +$3.48M | 0.73% | 59 |
|
|
2022
Q3 | $1.84M | Sell |
7,897
-27
| -0.3% | -$6.29K | 0.28% | 107 |
|
|
2022
Q2 | $2.04M | Buy |
7,924
+250
| +3% | +$64.2K | 0.29% | 102 |
|
|
2022
Q1 | $2.37M | Buy |
7,674
+852
| +12% | +$263K | 0.3% | 101 |
|
|
2021
Q4 | $2.29M | Buy |
6,822
+791
| +13% | +$266K | 0.28% | 111 |
|
|
2021
Q3 | $1.7M | Buy |
6,031
+4,253
| +239% | +$1.2M | 0.23% | 117 |
|
|
2021
Q2 | $481K | Buy |
1,778
+63
| +4% | +$17K | 0.07% | 186 |
|
|
2021
Q1 | $405K | Buy |
1,715
+2
| +0.1% | +$472 | 0.06% | 188 |
|
|
2020
Q4 | $381K | Buy |
1,713
+102
| +6% | +$22.7K | 0.06% | 189 |
|
|
2020
Q3 | $339K | Sell |
1,611
-26
| -2% | -$5.47K | 0.06% | 191 |
|
|
2020
Q2 | $333K | Buy |
+1,637
| New | +$333K | 0.07% | 187 |
|