MHWM
Montz Harcus Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Sell |
13,988
-158
| -1% | -$78.6K | 3.36% | 11 |
|
|
2025
Q1 | $5.31M | Buy |
14,146
+519
| +4% | +$195K | 2.9% | 11 |
|
|
2024
Q4 | $5.74M | Hold |
13,627
| – | – | 3.21% | 11 |
|
|
2024
Q3 | $5.86M | Buy |
13,627
+133
| +1% | +$57.2K | 3.43% | 11 |
|
|
2024
Q2 | $6.03M | Buy |
13,494
+95
| +0.7% | +$42.5K | 3.91% | 10 |
|
|
2024
Q1 | $5.64M | Buy |
13,399
+39
| +0.3% | +$16.4K | 3.81% | 10 |
|
|
2023
Q4 | $5.02M | Buy |
13,360
+296
| +2% | +$111K | 3.84% | 10 |
|
|
2023
Q3 | $4.13M | Sell |
13,064
-6
| -0% | -$1.9K | 3.52% | 10 |
|
|
2023
Q2 | $4.45M | Buy |
13,070
+167
| +1% | +$56.9K | 3.68% | 10 |
|
|
2023
Q1 | $3.72M | Sell |
12,903
-264
| -2% | -$76.1K | 3.44% | 9 |
|
|
2022
Q4 | $3.16M | Buy |
13,167
+112
| +0.9% | +$26.9K | 3.13% | 10 |
|
|
2022
Q3 | $3.04M | Buy |
13,055
+79
| +0.6% | +$18.4K | 3.35% | 9 |
|
|
2022
Q2 | $3.33M | Buy |
12,976
+328
| +3% | +$84.3K | 3.51% | 9 |
|
|
2022
Q1 | $3.9M | Buy |
12,648
+187
| +2% | +$57.7K | 3.5% | 9 |
|
|
2021
Q4 | $4.19M | Buy |
+12,461
| New | +$4.19M | 3.67% | 9 |
|