MWM
MinichMacGregor Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
9,067
-1,309
| -13% | -$651K | 0.96% | 40 |
|
|
2025
Q1 | $3.9M | Buy |
10,376
+271
| +3% | +$102K | 0.87% | 42 |
|
|
2024
Q4 | $4.26M | Buy |
10,105
+2,245
| +29% | +$946K | 0.88% | 39 |
|
|
2024
Q3 | $3.38M | Buy |
7,860
+35
| +0.4% | +$15.1K | 0.73% | 41 |
|
|
2024
Q2 | $3.5M | Sell |
7,825
-1
| -0% | -$447 | 0.85% | 38 |
|
|
2024
Q1 | $3.32M | Sell |
7,826
-1,204
| -13% | -$511K | 0.85% | 40 |
|
|
2023
Q4 | $3.4M | Buy |
9,030
+1,501
| +20% | +$564K | 0.98% | 34 |
|
|
2023
Q3 | $2.38M | Sell |
7,529
-298
| -4% | -$94.1K | 0.79% | 43 |
|
|
2023
Q2 | $2.67M | Sell |
7,827
-515
| -6% | -$175K | 0.83% | 42 |
|
|
2023
Q1 | $2.4M | Buy |
8,342
+522
| +7% | +$150K | 0.8% | 37 |
|
|
2022
Q4 | $1.88M | Sell |
7,820
-53
| -0.7% | -$12.7K | 0.68% | 36 |
|
|
2022
Q3 | $1.83M | Buy |
7,873
+424
| +6% | +$98.7K | 0.73% | 34 |
|
|
2022
Q2 | $1.91M | Sell |
7,449
-109
| -1% | -$28K | 0.79% | 31 |
|
|
2022
Q1 | $2.33M | Sell |
7,558
-32
| -0.4% | -$9.87K | 0.75% | 32 |
|
|
2021
Q4 | $2.55M | Buy |
7,590
+1,701
| +29% | +$572K | 0.78% | 33 |
|
|
2021
Q3 | $1.66M | Sell |
5,889
-5
| -0.1% | -$1.41K | 0.56% | 36 |
|
|
2021
Q2 | $1.6M | Sell |
5,894
-331
| -5% | -$89.6K | 0.56% | 37 |
|
|
2021
Q1 | $1.47M | Sell |
6,225
-97
| -2% | -$22.9K | 0.55% | 37 |
|
|
2020
Q4 | $1.41M | Buy |
6,322
+75
| +1% | +$16.7K | 0.57% | 37 |
|
|
2020
Q3 | $1.31M | Buy |
6,247
+605
| +11% | +$127K | 0.62% | 33 |
|
|
2020
Q2 | $1.15M | Sell |
5,642
-525
| -9% | -$107K | 0.64% | 26 |
|
|
2020
Q1 | $1.06M | Buy |
6,167
+983
| +19% | +$169K | 0.95% | 31 |
|
|
2019
Q4 | $817K | Sell |
5,184
-134
| -3% | -$21.1K | 0.46% | 33 |
|
|
2019
Q3 | $739K | Buy |
5,318
+964
| +22% | +$134K | 0.5% | 30 |
|
|
2019
Q2 | $590K | Sell |
4,354
-103
| -2% | -$14K | 0.41% | 31 |
|
|
2019
Q1 | $530K | Sell |
4,457
-6,963
| -61% | -$828K | 0.4% | 31 |
|
|
2018
Q4 | $851K | Buy |
11,420
+7,173
| +169% | +$535K | 0.58% | 54 |
|
|
2018
Q3 | $491K | Buy |
4,247
+53
| +1% | +$6.13K | 0.32% | 28 |
|
|
2018
Q2 | $419K | Buy |
4,194
+60
| +1% | +$5.99K | 0.3% | 29 |
|
|
2018
Q1 | $377K | Buy |
4,134
+54
| +1% | +$4.93K | 0.29% | 29 |
|
|
2017
Q4 | $349K | Buy |
4,080
+129
| +3% | +$11K | 0.27% | 29 |
|
|
2017
Q3 | $294K | Hold |
3,951
| – | – | 0.24% | 30 |
|
|
2017
Q2 | $272K | Sell |
3,951
-35
| -0.9% | -$2.41K | 0.24% | 31 |
|
|
2017
Q1 | $262K | Sell |
3,986
-2
| -0.1% | -$131 | 0.24% | 31 |
|
|
2016
Q4 | $247K | Buy |
3,988
+221
| +6% | +$13.7K | 0.23% | 32 |
|
|
2016
Q3 | $217K | Sell |
3,767
-39
| -1% | -$2.25K | 0.2% | 35 |
|
|
2016
Q2 | $194K | Sell |
3,806
-1,092
| -22% | -$55.7K | 0.18% | 38 |
|
|
2016
Q1 | $270K | Buy |
4,898
+54
| +1% | +$2.98K | 0.26% | 31 |
|
|
2015
Q4 | $226K | Buy |
+4,844
| New | +$226K | 0.21% | 35 |
|