NWMG
National Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.9M | Buy |
5,069
+750
| +17% | +$282K | 1.25% | 20 |
|
|
2024
Q4 | $1.82M | Buy |
4,319
+337
| +8% | +$142K | 1.21% | 20 |
|
|
2024
Q3 | $1.71M | Sell |
3,982
-30
| -0.7% | -$12.9K | 1.16% | 22 |
|
|
2024
Q2 | $1.79M | Buy |
4,012
+169
| +4% | +$75.5K | 1.37% | 21 |
|
|
2024
Q1 | $1.62M | Buy |
3,843
+164
| +4% | +$69K | 1.26% | 24 |
|
|
2023
Q4 | $1.38M | Sell |
3,679
-256
| -7% | -$96.3K | 1.34% | 23 |
|
|
2023
Q3 | $1.24M | Buy |
3,935
+357
| +10% | +$113K | 1.35% | 20 |
|
|
2023
Q2 | $1.17M | Buy |
3,578
+470
| +15% | +$153K | 1.21% | 26 |
|
|
2023
Q1 | $960K | Buy |
3,108
+1,410
| +83% | +$436K | 1.1% | 26 |
|
|
2022
Q4 | $407K | Sell |
1,698
-430
| -20% | -$103K | 0.49% | 69 |
|
|
2022
Q3 | $496K | Buy |
2,128
+768
| +56% | +$179K | 0.64% | 39 |
|
|
2022
Q2 | $349K | Sell |
1,360
-546
| -29% | -$140K | 0.44% | 62 |
|
|
2022
Q1 | $588K | Sell |
1,906
-150
| -7% | -$46.2K | 0.57% | 54 |
|
|
2021
Q4 | $691K | Buy |
+2,056
| New | +$691K | 0.65% | 51 |
|