MWM
Melfa Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Hold |
2,677
| – | – | 0.84% | 28 |
|
|
2025
Q1 | $1M | Buy |
2,677
+295
| +12% | +$111K | 0.68% | 37 |
|
|
2024
Q4 | $1M | Buy |
2,382
+228
| +11% | +$96.1K | 0.67% | 39 |
|
|
2024
Q3 | $927K | Sell |
2,154
-25
| -1% | -$10.8K | 0.61% | 43 |
|
|
2024
Q2 | $974K | Buy |
2,179
+270
| +14% | +$121K | 0.68% | 39 |
|
|
2024
Q1 | $803K | Buy |
+1,909
| New | +$803K | 0.58% | 46 |
|