MWM
MBE Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
3,108
+28
| +0.9% | +$13.9K | 0.67% | 25 |
|
|
2025
Q1 | $1.16M | Buy |
3,080
+825
| +37% | +$310K | 0.55% | 29 |
|
|
2024
Q4 | $950K | Sell |
2,255
-357
| -14% | -$150K | 0.54% | 28 |
|
|
2024
Q3 | $1.12M | Buy |
2,612
+494
| +23% | +$213K | 0.62% | 27 |
|
|
2024
Q2 | $947K | Sell |
2,118
-24
| -1% | -$10.7K | 0.57% | 28 |
|
|
2024
Q1 | $901K | Buy |
2,142
+496
| +30% | +$209K | 0.56% | 31 |
|
|
2023
Q4 | $619K | Buy |
1,646
+108
| +7% | +$40.6K | 0.32% | 38 |
|
|
2023
Q3 | $485K | Hold |
1,538
| – | – | 0.28% | 40 |
|
|
2023
Q2 | $524K | Buy |
1,538
+21
| +1% | +$7.15K | 0.28% | 39 |
|
|
2023
Q1 | $437K | Hold |
1,517
| – | – | 0.26% | 41 |
|
|
2022
Q4 | $364K | Sell |
1,517
-32
| -2% | -$7.67K | 0.23% | 46 |
|
|
2022
Q3 | $361K | Sell |
1,549
-1,065
| -41% | -$248K | 0.26% | 36 |
|
|
2022
Q2 | $671K | Hold |
2,614
| – | – | 0.47% | 23 |
|
|
2022
Q1 | $806K | Buy |
2,614
+468
| +22% | +$144K | 0.48% | 23 |
|
|
2021
Q4 | $722K | Buy |
2,146
+1
| +0% | +$336 | 0.37% | 21 |
|
|
2021
Q3 | $605K | Buy |
2,145
+42
| +2% | +$11.8K | 0.31% | 21 |
|
|
2021
Q2 | $570K | Hold |
2,103
| – | – | 0.3% | 21 |
|
|
2021
Q1 | $496K | Sell |
2,103
-29
| -1% | -$6.84K | 0.27% | 34 |
|
|
2020
Q4 | $474K | Buy |
2,132
+98
| +5% | +$21.8K | 0.32% | 34 |
|
|
2020
Q3 | $413K | Hold |
2,034
| – | – | 0.35% | 29 |
|
|
2020
Q2 | $413K | Sell |
2,034
-142
| -7% | -$28.8K | 0.35% | 29 |
|
|
2020
Q1 | $343K | Buy |
2,176
+531
| +32% | +$83.7K | 0.33% | 22 |
|
|
2019
Q4 | $259K | Buy |
+1,645
| New | +$259K | 0.26% | 29 |
|