MWP
Meredith Wealth Planning’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
2,409
+10
| +0.4% | +$4.97K | 0.44% | 29 |
|
|
2025
Q1 | $901K | Sell |
2,399
-64
| -3% | -$24K | 0.4% | 31 |
|
|
2024
Q4 | $1.04M | Sell |
2,463
-40
| -2% | -$16.9K | 0.46% | 30 |
|
|
2024
Q3 | $1.08M | Sell |
2,503
-159
| -6% | -$68.4K | 0.51% | 25 |
|
|
2024
Q2 | $1.19M | Buy |
2,662
+133
| +5% | +$59.4K | 0.62% | 21 |
|
|
2024
Q1 | $1.06M | Buy |
2,529
+15
| +0.6% | +$6.31K | 0.59% | 22 |
|
|
2023
Q4 | $945K | Sell |
2,514
-160
| -6% | -$60.2K | 0.59% | 22 |
|
|
2023
Q3 | $844K | Buy |
2,674
+1,504
| +129% | +$475K | 0.63% | 20 |
|
|
2023
Q2 | $398K | Sell |
1,170
-1,619
| -58% | -$551K | 0.32% | 26 |
|
|
2023
Q1 | $804K | Sell |
2,789
-230
| -8% | -$66.3K | 0.65% | 15 |
|
|
2022
Q4 | $724K | Buy |
+3,019
| New | +$724K | 0.62% | 18 |
|