MWPCG
Measured Wealth Private Client Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
6,602
+180
| +3% | +$89.5K | 0.98% | 23 |
|
|
2025
Q1 | $2.41M | Sell |
6,422
-601
| -9% | -$226K | 0.77% | 24 |
|
|
2024
Q4 | $2.96M | Buy |
7,023
+12
| +0.2% | +$5.06K | 0.96% | 21 |
|
|
2024
Q3 | $3.02M | Sell |
7,011
-960
| -12% | -$413K | 1.01% | 20 |
|
|
2024
Q2 | $3.56M | Sell |
7,971
-57
| -0.7% | -$25.5K | 1.25% | 15 |
|
|
2024
Q1 | $3.38M | Buy |
8,028
+44
| +0.6% | +$18.5K | 1.18% | 15 |
|
|
2023
Q4 | $3M | Sell |
7,984
-21
| -0.3% | -$7.9K | 1.11% | 15 |
|
|
2023
Q3 | $2.53M | Sell |
8,005
-295
| -4% | -$93.1K | 1.02% | 17 |
|
|
2023
Q2 | $2.83M | Sell |
8,300
-34
| -0.4% | -$11.6K | 1.07% | 17 |
|
|
2023
Q1 | $2.4M | Sell |
8,334
-378
| -4% | -$109K | 0.93% | 18 |
|
|
2022
Q4 | $2.09M | Sell |
8,712
-835
| -9% | -$200K | 0.86% | 20 |
|
|
2022
Q3 | $2.22M | Sell |
9,547
-101
| -1% | -$23.5K | 0.98% | 20 |
|
|
2022
Q2 | $2.48M | Buy |
9,648
+558
| +6% | +$143K | 1.09% | 19 |
|
|
2022
Q1 | $2.8M | Sell |
9,090
-352
| -4% | -$109K | 1.03% | 17 |
|
|
2021
Q4 | $3.18M | Sell |
9,442
-84
| -0.9% | -$28.2K | 1.12% | 15 |
|
|
2021
Q3 | $2.69M | Sell |
9,526
-1,048
| -10% | -$295K | 1.03% | 16 |
|
|
2021
Q2 | $2.86M | Buy |
10,574
+439
| +4% | +$119K | 0.91% | 18 |
|
|
2021
Q1 | $2.39M | Buy |
10,135
+747
| +8% | +$176K | 0.85% | 19 |
|
|
2020
Q4 | $2.09M | Sell |
9,388
-2,804
| -23% | -$624K | 0.87% | 19 |
|
|
2020
Q3 | $2.56M | Buy |
12,192
+2,493
| +26% | +$524K | 1.24% | 14 |
|
|
2020
Q2 | $1.97M | Buy |
9,699
+2,907
| +43% | +$592K | 1.15% | 12 |
|
|
2020
Q1 | $1.07M | Sell |
6,792
-702
| -9% | -$111K | 0.83% | 20 |
|
|
2019
Q4 | $1.18M | Sell |
7,494
-1,468
| -16% | -$232K | 0.79% | 19 |
|
|
2019
Q3 | $1.25M | Sell |
8,962
-7,174
| -44% | -$997K | 0.81% | 25 |
|
|
2019
Q2 | $2.16M | Sell |
16,136
-1,312
| -8% | -$176K | 1.25% | 15 |
|
|
2019
Q1 | $2.06M | Buy |
17,448
+4,379
| +34% | +$517K | 1.27% | 13 |
|
|
2018
Q4 | $1.33M | Sell |
13,069
-54
| -0.4% | -$5.48K | 1.2% | 17 |
|
|
2018
Q3 | $1.5M | Buy |
13,123
+109
| +0.8% | +$12.5K | 0.9% | 16 |
|
|
2018
Q2 | $1.28M | Buy |
+13,014
| New | +$1.28M | 1.04% | 17 |
|
|
2017
Q3 | $136K | Buy |
+1,829
| New | +$136K | 0.19% | 44 |
|