MSWM
McGlone Suttner Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Sell |
15,987
-107
| -0.7% | -$53.2K | 1.2% | 14 |
|
|
2025
Q1 | $6.04M | Buy |
16,094
+245
| +2% | +$92K | 0.99% | 15 |
|
|
2024
Q4 | $6.68M | Buy |
15,849
+1,989
| +14% | +$838K | 1.12% | 14 |
|
|
2024
Q3 | $5.96M | Sell |
13,860
-720
| -5% | -$310K | 1.24% | 14 |
|
|
2024
Q2 | $5.48M | Sell |
14,580
-662
| -4% | -$249K | 1.13% | 14 |
|
|
2024
Q1 | $6.41M | Buy |
15,242
+662
| +5% | +$279K | 1.2% | 14 |
|
|
2023
Q4 | $5.48M | Buy |
14,580
+196
| +1% | +$73.7K | 1.08% | 14 |
|
|
2023
Q3 | $4.54M | Buy |
14,384
+415
| +3% | +$131K | 1.05% | 15 |
|
|
2023
Q2 | $4.76M | Buy |
13,969
+55
| +0.4% | +$18.7K | 1.09% | 14 |
|
|
2023
Q1 | $4.01M | Buy |
13,914
+378
| +3% | +$109K | 1.03% | 15 |
|
|
2022
Q4 | $3.25M | Buy |
+13,536
| New | +$3.25M | 1.03% | 16 |
|