MWM
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Mittelman Wealth Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,084
Closed -$2.27M 56
2024
Q2
$2.27M Sell
5,084
-3
-0.1% -$1.34K 1.47% 15
2024
Q1
$2.14M Buy
+5,087
New +$2.14M 1.45% 18