MWM
Minot Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $13.3M | Buy |
51,834
+341
| +0.7% | +$87.6K | 3.42% | 5 |
|
|
2022
Q1 | $15.9M | Sell |
51,493
-425
| -0.8% | -$131K | 3.42% | 5 |
|
|
2021
Q4 | $17.5M | Sell |
51,918
-828
| -2% | -$278K | 3.36% | 5 |
|
|
2021
Q3 | $14.9M | Buy |
52,746
+1,533
| +3% | +$432K | 3.21% | 5 |
|
|
2021
Q2 | $14.4M | Buy |
51,213
+4,084
| +9% | +$1.15M | 3.14% | 5 |
|
|
2021
Q1 | $11.1M | Buy |
47,129
+3,237
| +7% | +$763K | 2.84% | 4 |
|
|
2020
Q4 | $9.76M | Buy |
43,892
+1,056
| +2% | +$235K | 2.91% | 5 |
|
|
2020
Q3 | $9.01M | Sell |
42,836
-1,757
| -4% | -$370K | 3.39% | 4 |
|
|
2020
Q2 | $9.08M | Sell |
44,593
-718
| -2% | -$146K | 4.53% | 1 |
|
|
2020
Q1 | $7.15M | Sell |
45,311
-589
| -1% | -$92.9K | 5.12% | 1 |
|
|
2019
Q4 | $7.61M | Buy |
+45,900
| New | +$7.61M | 3.47% | 4 |
|