MRWM
ML&R Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.64M | Buy |
3,887
+19
| +0.5% | +$8K | 0.38% | 21 |
|
|
2023
Q4 | $1.45M | Sell |
3,868
-302
| -7% | -$114K | 0.33% | 25 |
|
|
2023
Q3 | $1.32M | Buy |
4,170
+578
| +16% | +$183K | 0.34% | 25 |
|
|
2023
Q2 | $1.22M | Sell |
3,592
-4
| -0.1% | -$1.36K | 0.27% | 45 |
|
|
2023
Q1 | $1.04M | Buy |
3,596
+1,435
| +66% | +$414K | 0.28% | 29 |
|
|
2022
Q4 | $518K | Buy |
2,161
+86
| +4% | +$20.6K | 0.15% | 35 |
|
|
2022
Q3 | $483K | Buy |
2,075
+229
| +12% | +$53.3K | 0.16% | 41 |
|
|
2022
Q2 | $474K | Sell |
1,846
-61
| -3% | -$15.7K | 0.21% | 28 |
|
|
2022
Q1 | $588K | Buy |
1,907
+350
| +22% | +$108K | 0.22% | 25 |
|
|
2021
Q4 | $524K | Buy |
+1,557
| New | +$524K | 0.19% | 24 |
|