MWC
MBM Wealth Consultants’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
5,379
+294
| +6% | +$146K | 0.72% | 22 |
|
|
2025
Q1 | $1.91M | Buy |
5,085
+74
| +1% | +$27.8K | 0.56% | 23 |
|
|
2024
Q4 | $2.1M | Buy |
5,011
+47
| +0.9% | +$19.7K | 0.62% | 22 |
|
|
2024
Q3 | $2.14M | Buy |
4,964
+247
| +5% | +$106K | 0.67% | 21 |
|
|
2024
Q2 | $2.17M | Buy |
4,717
+65
| +1% | +$29.9K | 0.74% | 19 |
|
|
2024
Q1 | $1.96M | Buy |
4,652
+1
| +0% | +$421 | 0.69% | 20 |
|
|
2023
Q4 | $1.91M | Buy |
4,651
+286
| +7% | +$117K | 0.71% | 19 |
|
|
2023
Q3 | $1.43M | Sell |
4,365
-271
| -6% | -$88.8K | 0.62% | 22 |
|
|
2023
Q2 | $1.56M | Buy |
4,636
+135
| +3% | +$45.5K | 0.67% | 22 |
|
|
2023
Q1 | $1.31M | Hold |
4,501
| – | – | 0.53% | 25 |
|
|
2022
Q4 | $1.08M | Buy |
4,501
+399
| +10% | +$95.6K | 0.5% | 22 |
|
|
2022
Q3 | $988K | Buy |
4,102
+1,189
| +41% | +$286K | 0.48% | 22 |
|
|
2022
Q2 | $748K | Sell |
2,913
-928
| -24% | -$238K | 0.37% | 34 |
|
|
2022
Q1 | $1.18M | Buy |
3,841
+316
| +9% | +$97.4K | 0.49% | 26 |
|
|
2021
Q4 | $1.19M | Sell |
3,525
-38
| -1% | -$12.8K | 0.49% | 28 |
|
|
2021
Q3 | $1.01M | Sell |
3,563
-15
| -0.4% | -$4.23K | 0.46% | 36 |
|
|
2021
Q2 | $969K | Sell |
3,578
-58
| -2% | -$15.7K | 0.45% | 36 |
|
|
2021
Q1 | $864K | Sell |
3,636
-588
| -14% | -$140K | 0.44% | 36 |
|
|
2020
Q4 | $940K | Sell |
4,224
-353
| -8% | -$78.6K | 0.51% | 35 |
|
|
2020
Q3 | $963K | Buy |
4,577
+27
| +0.6% | +$5.68K | 0.62% | 27 |
|
|
2020
Q2 | $926K | Sell |
4,550
-2,108
| -32% | -$429K | 0.65% | 29 |
|
|
2020
Q1 | $1.05M | Sell |
6,658
-119
| -2% | -$18.8K | 0.87% | 24 |
|
|
2019
Q4 | $1.07M | Sell |
6,777
-645
| -9% | -$102K | 0.79% | 27 |
|
|
2019
Q3 | $1.03M | Sell |
7,422
-129
| -2% | -$17.9K | 0.81% | 27 |
|
|
2019
Q2 | $1.03M | Buy |
7,551
+154
| +2% | +$20.9K | 0.85% | 28 |
|
|
2019
Q1 | $872K | Buy |
7,397
+111
| +2% | +$13.1K | 0.76% | 31 |
|
|
2018
Q4 | $740K | Buy |
+7,286
| New | +$740K | 0.72% | 38 |
|