NWM
NEIRG Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-32,450
| Closed | -$11.1M | – | 72 |
|
|
2023
Q2 | $11.1M | Sell |
32,450
-2,567
| -7% | -$874K | 2.04% | 14 |
|
|
2023
Q1 | $10.1M | Sell |
35,017
-297
| -0.8% | -$85.6K | 1.75% | 19 |
|
|
2022
Q4 | $8.47M | Sell |
35,314
-2,304
| -6% | -$553K | 1.59% | 19 |
|
|
2022
Q3 | $8.76M | Sell |
37,618
-1,526
| -4% | -$355K | 1.75% | 15 |
|
|
2022
Q2 | $10.1M | Sell |
39,144
-727
| -2% | -$187K | 2.19% | 11 |
|
|
2022
Q1 | $12.3M | Sell |
39,871
-4,449
| -10% | -$1.37M | 2.41% | 10 |
|
|
2021
Q4 | $14.9M | Buy |
+44,320
| New | +$14.9M | 2.86% | 7 |
|