MGWA
Monument Group Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
1,345
+424
| +46% | +$211K | 0.42% | 15 |
|
|
2025
Q1 | $346K | Sell |
921
-56
| -6% | -$21K | 0.24% | 29 |
|
|
2024
Q4 | $412K | Sell |
977
-806
| -45% | -$340K | 0.29% | 23 |
|
|
2024
Q3 | $767K | Sell |
1,783
-66
| -4% | -$28.4K | 0.46% | 15 |
|
|
2024
Q2 | $826K | Hold |
1,849
| – | – | 0.56% | 14 |
|
|
2024
Q1 | $778K | Sell |
1,849
-216
| -10% | -$90.9K | 0.58% | 15 |
|
|
2023
Q4 | $777K | Buy |
+2,065
| New | +$777K | 0.66% | 13 |
|