NWM
NRI Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
8,858
+1,553
| +21% | +$772K | 2.66% | 10 |
|
|
2025
Q1 | $2.74M | Buy |
7,305
+489
| +7% | +$184K | 2.03% | 11 |
|
|
2024
Q4 | $2.87M | Buy |
+6,816
| New | +$2.87M | 1.98% | 11 |
|
|
2024
Q2 | $2.86M | Buy |
6,406
+277
| +5% | +$124K | 2.22% | 10 |
|
|
2024
Q1 | $2.58M | Buy |
6,129
+4
| +0.1% | +$1.68K | 2.18% | 10 |
|
|
2023
Q4 | $2.3M | Buy |
+6,125
| New | +$2.3M | 2.3% | 10 |
|