MTWM
Masso Torrence Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Buy |
13,997
+965
| +7% | +$480K | 3.22% | 9 |
|
|
2025
Q1 | $4.89M | Buy |
13,032
+626
| +5% | +$235K | 2.61% | 12 |
|
|
2024
Q4 | $5.23M | Buy |
12,406
+262
| +2% | +$110K | 2.75% | 13 |
|
|
2024
Q3 | $5.23M | Sell |
12,144
-506
| -4% | -$218K | 2.82% | 11 |
|
|
2024
Q2 | $5.65M | Buy |
12,650
+53
| +0.4% | +$23.7K | 3.14% | 10 |
|
|
2024
Q1 | $5.3M | Sell |
12,597
-599
| -5% | -$252K | 3.14% | 10 |
|
|
2023
Q4 | $4.96M | Sell |
13,196
-184
| -1% | -$69.2K | 3.39% | 8 |
|
|
2023
Q3 | $4.22M | Buy |
13,380
+255
| +2% | +$80.5K | 3.25% | 8 |
|
|
2023
Q2 | $4.47M | Sell |
13,125
-231
| -2% | -$78.7K | 3.22% | 7 |
|
|
2023
Q1 | $3.85M | Sell |
13,356
-155
| -1% | -$44.7K | 3.05% | 8 |
|
|
2022
Q4 | $3.24M | Buy |
13,511
+967
| +8% | +$232K | 2.58% | 11 |
|
|
2022
Q3 | $2.92M | Buy |
12,544
+201
| +2% | +$46.8K | 2.58% | 13 |
|
|
2022
Q2 | $3.17M | Buy |
12,343
+571
| +5% | +$147K | 2.79% | 11 |
|
|
2022
Q1 | $3.63M | Buy |
11,772
+172
| +1% | +$53K | 2.91% | 11 |
|
|
2021
Q4 | $3.9M | Buy |
+11,600
| New | +$3.9M | 2.73% | 10 |
|