MWM
McNaughton Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
3,596
-78
| -2% | -$38.8K | 0.8% | 36 |
|
|
2025
Q1 | $1.38M | Buy |
3,674
+531
| +17% | +$199K | 0.67% | 42 |
|
|
2024
Q4 | $1.32M | Buy |
3,143
+89
| +3% | +$37.5K | 0.64% | 36 |
|
|
2024
Q3 | $1.31M | Buy |
3,054
+42
| +1% | +$18.1K | 0.64% | 33 |
|
|
2024
Q2 | $1.35M | Buy |
3,012
+130
| +5% | +$58.1K | 0.71% | 30 |
|
|
2024
Q1 | $1.21M | Sell |
2,882
-1
| -0% | -$421 | 0.67% | 34 |
|
|
2023
Q4 | $1.08M | Buy |
2,883
+236
| +9% | +$88.7K | 0.64% | 34 |
|
|
2023
Q3 | $836K | Sell |
2,647
-131
| -5% | -$41.4K | 0.56% | 35 |
|
|
2023
Q2 | $946K | Sell |
2,778
-157
| -5% | -$53.5K | 0.61% | 39 |
|
|
2023
Q1 | $846K | Buy |
2,935
+79
| +3% | +$22.8K | 0.56% | 32 |
|
|
2022
Q4 | $685K | Buy |
2,856
+102
| +4% | +$24.5K | 0.47% | 34 |
|
|
2022
Q3 | $641K | Sell |
2,754
-467
| -14% | -$109K | 0.47% | 33 |
|
|
2022
Q2 | $827K | Buy |
3,221
+774
| +32% | +$199K | 0.58% | 34 |
|
|
2022
Q1 | $754K | Buy |
2,447
+612
| +33% | +$189K | 0.49% | 33 |
|
|
2021
Q4 | $576K | Buy |
1,835
+83
| +5% | +$26.1K | 0.37% | 34 |
|
|
2021
Q3 | $494K | Sell |
1,752
-15
| -0.8% | -$4.23K | 0.35% | 32 |
|
|
2021
Q2 | $479K | Buy |
1,767
+217
| +14% | +$58.8K | 0.34% | 34 |
|
|
2021
Q1 | $365K | Buy |
1,550
+81
| +6% | +$19.1K | 0.28% | 35 |
|
|
2020
Q4 | $327K | Buy |
1,469
+61
| +4% | +$13.6K | 0.26% | 37 |
|
|
2020
Q3 | $296K | Buy |
+1,408
| New | +$296K | 0.26% | 40 |
|