MWS
Maxwell Wealth Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.98M | Sell |
21,300
-549
| -3% | -$231K | 3.67% | 2 |
|
|
2024
Q3 | $8.99M | Buy |
21,849
+326
| +2% | +$134K | 3.82% | 2 |
|
|
2024
Q2 | $9.62M | Buy |
21,523
+65
| +0.3% | +$29.1K | 4.71% | 2 |
|
|
2024
Q1 | $8.9M | Buy |
21,458
+2,948
| +16% | +$1.22M | 4.51% | 2 |
|
|
2023
Q4 | $6.96M | Buy |
+18,510
| New | +$6.96M | 4.55% | 2 |
|