MWM
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Mindset Wealth Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.35M Sell
4,721
-135
-3% -$67.1K 0.77% 10
2025
Q1
$1.82M Buy
4,856
+681
+16% +$256K 0.71% 12
2024
Q4
$1.76M Buy
4,175
+41
+1% +$17.3K 0.64% 11
2024
Q3
$1.78M Buy
+4,134
New +$1.78M 0.74% 9