MWM
MSFT icon

McMill Wealth Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
2,304
+41
+2% +$20.4K 0.38% 30
2025
Q1
$850K Sell
2,263
-294
-11% -$110K 0.31% 33
2024
Q4
$1.08M Buy
+2,557
New +$1.08M 0.44% 27