MSWM
Mowery & Schoenfeld Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
5,306
+221
| +4% | +$110K | 4.01% | 6 |
|
|
2025
Q1 | $1.91M | Buy |
5,085
+2,030
| +66% | +$762K | 3.74% | 5 |
|
|
2024
Q4 | $1.29M | Sell |
3,055
-611
| -17% | -$258K | 2.5% | 6 |
|
|
2024
Q3 | $1.58M | Buy |
3,666
+420
| +13% | +$181K | 2.49% | 8 |
|
|
2024
Q2 | $1.45M | Buy |
3,246
+139
| +4% | +$62.1K | 2.08% | 8 |
|
|
2024
Q1 | $1.31M | Buy |
3,107
+393
| +14% | +$165K | 2.52% | 8 |
|
|
2023
Q4 | $1.02M | Buy |
+2,714
| New | +$1.02M | 2.06% | 9 |
|