MW
MBL Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Sell |
18,787
-630
| -3% | -$313K | 0.89% | 22 |
|
|
2025
Q1 | $7.29M | Buy |
19,417
+1,084
| +6% | +$407K | 0.74% | 28 |
|
|
2024
Q4 | $7.73M | Sell |
18,333
-708
| -4% | -$298K | 0.78% | 27 |
|
|
2024
Q3 | $8.19M | Buy |
19,041
+190
| +1% | +$81.8K | 0.88% | 25 |
|
|
2024
Q2 | $8.43M | Sell |
18,851
-138
| -0.7% | -$61.7K | 0.94% | 28 |
|
|
2024
Q1 | $7.99M | Sell |
18,989
-730
| -4% | -$307K | 0.91% | 26 |
|
|
2023
Q4 | $7.42M | Buy |
19,719
+219
| +1% | +$82.4K | 0.93% | 25 |
|
|
2023
Q3 | $6.16M | Sell |
19,500
-96
| -0.5% | -$30.3K | 0.87% | 27 |
|
|
2023
Q2 | $6.67M | Buy |
19,596
+720
| +4% | +$245K | 0.94% | 26 |
|
|
2023
Q1 | $5.44M | Buy |
18,876
+1,079
| +6% | +$311K | 0.85% | 27 |
|
|
2022
Q4 | $4.27M | Buy |
17,797
+133
| +0.8% | +$31.9K | 0.82% | 28 |
|
|
2022
Q3 | $4.11M | Buy |
17,664
+1,314
| +8% | +$306K | 0.89% | 26 |
|
|
2022
Q2 | $4.2M | Buy |
16,350
+89
| +0.5% | +$22.9K | 1.05% | 29 |
|
|
2022
Q1 | $5.01M | Buy |
+16,261
| New | +$5.01M | 1.22% | 23 |
|
|
2021
Q3 | $3.79M | Buy |
+13,455
| New | +$3.79M | 1.31% | 24 |
|
|
2021
Q1 | $3.08M | Buy |
13,084
+1,474
| +13% | +$347K | 1.08% | 23 |
|
|
2020
Q4 | $2.58M | Buy |
+11,610
| New | +$2.58M | 1.02% | 24 |
|