MWM
Modern Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.7M | Buy |
146,176
+1,324
| +0.9% | +$659K | 1.82% | 9 |
|
|
2025
Q1 | $54.4M | Buy |
144,852
+40,860
| +39% | +$15.3M | 1.74% | 12 |
|
|
2024
Q4 | $43.8M | Buy |
103,992
+72,013
| +225% | +$30.4M | 1.64% | 12 |
|
|
2024
Q3 | $13.8M | Buy |
31,979
+3,167
| +11% | +$1.36M | 0.84% | 26 |
|
|
2024
Q2 | $12.9M | Buy |
28,812
+5,214
| +22% | +$2.33M | 0.95% | 23 |
|
|
2024
Q1 | $9.93M | Buy |
23,598
+15,613
| +196% | +$6.57M | 0.92% | 19 |
|
|
2023
Q4 | $3M | Buy |
+7,985
| New | +$3M | 0.38% | 33 |
|