MWP
Moller Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
+490
| New | +$244K | 0.05% | 65 |
|
|
2020
Q3 | – | Sell |
-1,212
| Closed | -$247K | – | 47 |
|
|
2020
Q2 | $247K | Buy |
+1,212
| New | +$247K | 0.11% | 43 |
|
|
2019
Q1 | – | Sell |
-4,624
| Closed | -$472K | – | 65 |
|
|
2018
Q4 | $472K | Buy |
+4,624
| New | +$472K | 0.31% | 43 |
|
|
2018
Q1 | – | Sell |
-2,400
| Closed | -$205K | – | 45 |
|
|
2017
Q4 | $205K | Buy |
+2,400
| New | +$205K | 0.08% | 47 |
|