OBWP
O'Brien Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Sell |
1,869
-426
| -19% | -$212K | 0.15% | 30 |
|
|
2025
Q1 | $862K | Buy |
2,295
+1,023
| +80% | +$384K | 0.16% | 26 |
|
|
2024
Q4 | $536K | Hold |
1,272
| – | – | 0.1% | 29 |
|
|
2024
Q3 | $547K | Sell |
1,272
-80
| -6% | -$34.4K | 0.11% | 27 |
|
|
2024
Q2 | $604K | Buy |
1,352
+153
| +13% | +$68.4K | 0.14% | 24 |
|
|
2024
Q1 | $504K | Sell |
1,199
-816
| -40% | -$343K | 0.12% | 26 |
|
|
2023
Q4 | $758K | Buy |
2,015
+87
| +5% | +$32.7K | 0.2% | 21 |
|
|
2023
Q3 | $609K | Hold |
1,928
| – | – | 0.17% | 21 |
|
|
2023
Q2 | $657K | Sell |
1,928
-126
| -6% | -$42.9K | 0.19% | 20 |
|
|
2023
Q1 | $592K | Sell |
2,054
-466
| -18% | -$134K | 0.19% | 19 |
|
|
2022
Q4 | $604K | Buy |
2,520
+667
| +36% | +$160K | 0.24% | 14 |
|
|
2022
Q3 | $432K | Sell |
1,853
-328
| -15% | -$76.5K | 0.18% | 26 |
|
|
2022
Q2 | $560K | Sell |
2,181
-346
| -14% | -$88.8K | 0.23% | 17 |
|
|
2022
Q1 | $669K | Buy |
2,527
+642
| +34% | +$170K | 0.27% | 14 |
|
|
2021
Q4 | $574K | Sell |
1,885
-673
| -26% | -$205K | 0.2% | 20 |
|
|
2021
Q3 | $739K | Sell |
2,558
-3,346
| -57% | -$967K | 0.26% | 16 |
|
|
2021
Q2 | $1.64M | Buy |
5,904
+1,183
| +25% | +$329K | 0.54% | 13 |
|
|
2021
Q1 | $1.2M | Sell |
4,721
-573
| -11% | -$145K | 0.4% | 15 |
|
|
2020
Q4 | $1.16M | Buy |
5,294
+240
| +5% | +$52.7K | 0.42% | 13 |
|
|
2020
Q3 | $1.06M | Buy |
5,054
+96
| +2% | +$20.2K | 0.43% | 12 |
|
|
2020
Q2 | $1.06M | Buy |
4,958
+683
| +16% | +$146K | 0.44% | 12 |
|
|
2020
Q1 | $664K | Sell |
4,275
-1,857
| -30% | -$288K | 0.37% | 18 |
|
|
2019
Q4 | $975K | Buy |
6,132
+1,711
| +39% | +$272K | 0.7% | 16 |
|
|
2019
Q3 | $615K | Buy |
4,421
+2,575
| +139% | +$358K | 0.48% | 15 |
|
|
2019
Q2 | $253K | Buy |
+1,846
| New | +$253K | 0.19% | 33 |
|
|
2019
Q1 | – | Sell |
-2,014
| Closed | -$212K | – | 44 |
|
|
2018
Q4 | $212K | Buy |
2,014
+288
| +17% | +$30.3K | 0.15% | 37 |
|
|
2018
Q3 | $197K | Buy |
1,726
+1,416
| +457% | +$162K | 0.13% | 34 |
|
|
2018
Q2 | $31K | Sell |
310
-470
| -60% | -$47K | 0.02% | 46 |
|
|
2018
Q1 | $71K | Buy |
+780
| New | +$71K | 0.05% | 52 |
|