O3W
Omni 360 Wealth’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.14M | Buy |
6,322
+541
| +9% | +$269K | 1.55% | 13 |
|
2025
Q1 | $2.17M | Buy |
5,781
+152
| +3% | +$57.1K | 1.27% | 19 |
|
2024
Q4 | $2.37M | Sell |
5,629
-1,072
| -16% | -$452K | 1.49% | 17 |
|
2024
Q3 | $2.88M | Buy |
6,701
+1,611
| +32% | +$693K | 1.89% | 13 |
|
2024
Q2 | $2.27M | Buy |
5,090
+372
| +8% | +$166K | 1.69% | 14 |
|
2024
Q1 | $1.98M | Buy |
4,718
+300
| +7% | +$126K | 1.61% | 17 |
|
2023
Q4 | $1.66M | Buy |
+4,418
| New | +$1.66M | 1.55% | 19 |
|