MWM
Moran Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.1M | Sell |
108,815
-1,490
| -1% | -$741K | 1.67% | 4 |
|
|
2025
Q1 | $41.4M | Buy |
110,305
+3,789
| +4% | +$1.42M | 1.39% | 5 |
|
|
2024
Q4 | $44.9M | Sell |
106,516
-391
| -0.4% | -$165K | 1.43% | 8 |
|
|
2024
Q3 | $46M | Sell |
106,907
-2,897
| -3% | -$1.25M | 1.42% | 8 |
|
|
2024
Q2 | $49.1M | Sell |
109,804
-1,019
| -0.9% | -$455K | 1.62% | 5 |
|
|
2024
Q1 | $46.6M | Sell |
110,823
-1,337
| -1% | -$563K | 1.51% | 7 |
|
|
2023
Q4 | $42.2M | Sell |
112,160
-1,904
| -2% | -$716K | 1.5% | 6 |
|
|
2023
Q3 | $36M | Buy |
114,064
+20,050
| +21% | +$6.33M | 1.39% | 9 |
|
|
2023
Q2 | $32M | Sell |
94,014
-2,680
| -3% | -$913K | 1.2% | 11 |
|
|
2023
Q1 | $27.9M | Buy |
96,694
+3,397
| +4% | +$979K | 1.05% | 14 |
|
|
2022
Q4 | $22.4M | Buy |
+93,297
| New | +$22.4M | 0.85% | 25 |
|