NWM
Northwest Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Sell |
9,921
-19
| -0.2% | -$9.45K | 0.89% | 27 |
|
|
2025
Q1 | $3.73M | Buy |
9,940
+215
| +2% | +$80.7K | 0.74% | 32 |
|
|
2024
Q4 | $4.1M | Buy |
9,725
+1,242
| +15% | +$524K | 0.87% | 28 |
|
|
2024
Q3 | $3.65M | Sell |
8,483
-203
| -2% | -$87.4K | 0.85% | 29 |
|
|
2024
Q2 | $3.88M | Buy |
8,686
+738
| +9% | +$330K | 1.01% | 26 |
|
|
2024
Q1 | $3.34M | Buy |
7,948
+700
| +10% | +$295K | 0.92% | 28 |
|
|
2023
Q4 | $2.73M | Buy |
7,248
+612
| +9% | +$230K | 0.82% | 32 |
|
|
2023
Q3 | $2.1M | Sell |
6,636
-11
| -0.2% | -$3.47K | 0.75% | 35 |
|
|
2023
Q2 | $2.26M | Buy |
6,647
+16
| +0.2% | +$5.45K | 0.82% | 34 |
|
|
2023
Q1 | $1.91M | Buy |
6,631
+3,319
| +100% | +$957K | 0.73% | 39 |
|
|
2022
Q4 | $794K | Sell |
3,312
-2,105
| -39% | -$505K | 0.34% | 67 |
|
|
2022
Q3 | $1.26M | Buy |
5,417
+98
| +2% | +$22.8K | 0.56% | 52 |
|
|
2022
Q2 | $1.37M | Buy |
5,319
+783
| +17% | +$201K | 0.59% | 48 |
|
|
2022
Q1 | $1.4M | Buy |
4,536
+37
| +0.8% | +$11.4K | 0.69% | 40 |
|
|
2021
Q4 | $1.51M | Sell |
4,499
-97
| -2% | -$32.6K | 0.7% | 39 |
|
|
2021
Q3 | $1.3M | Sell |
4,596
-377
| -8% | -$106K | 0.64% | 42 |
|
|
2021
Q2 | $1.35M | Buy |
4,973
+1,146
| +30% | +$310K | 0.71% | 38 |
|
|
2021
Q1 | $902K | Buy |
3,827
+10
| +0.3% | +$2.36K | 0.57% | 47 |
|
|
2020
Q4 | $849K | Sell |
3,817
-337
| -8% | -$75K | 0.59% | 48 |
|
|
2020
Q3 | $874K | Buy |
4,154
+50
| +1% | +$10.5K | 0.73% | 42 |
|
|
2020
Q2 | $835K | Buy |
4,104
+234
| +6% | +$47.6K | 0.73% | 41 |
|
|
2020
Q1 | $610K | Sell |
3,870
-300
| -7% | -$47.3K | 0.62% | 48 |
|
|
2019
Q4 | $658K | Sell |
4,170
-795
| -16% | -$125K | 0.6% | 47 |
|
|
2019
Q3 | $690K | Buy |
4,965
+1,005
| +25% | +$140K | 0.57% | 52 |
|
|
2019
Q2 | $531K | Hold |
3,960
| – | – | 0.43% | 62 |
|
|
2019
Q1 | $467K | Sell |
3,960
-204
| -5% | -$24.1K | 0.35% | 66 |
|
|
2018
Q4 | $423K | Sell |
4,164
-2,207
| -35% | -$224K | 0.36% | 64 |
|
|
2018
Q3 | $729K | Buy |
6,371
+1
| +0% | +$114 | 0.55% | 48 |
|
|
2018
Q2 | $628K | Buy |
6,370
+650
| +11% | +$64.1K | 0.47% | 54 |
|
|
2018
Q1 | $522K | Sell |
5,720
-142
| -2% | -$13K | 0.39% | 57 |
|
|
2017
Q4 | $501K | Buy |
+5,862
| New | +$501K | 0.41% | 56 |
|
|
2017
Q3 | – | Sell |
-7,277
| Closed | -$502K | – | 80 |
|
|
2017
Q2 | $502K | Buy |
7,277
+480
| +7% | +$33.1K | 0.46% | 49 |
|
|
2017
Q1 | $448K | Sell |
6,797
-331
| -5% | -$21.8K | 0.41% | 54 |
|
|
2016
Q4 | $443K | Buy |
+7,128
| New | +$443K | 0.45% | 51 |
|