OWMIAS
One Wealth Management Investment & Advisory Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Sell |
12,061
-22
| -0.2% | -$10.9K | 7.73% | 4 |
|
|
2025
Q1 | $4.54M | Buy |
12,083
+571
| +5% | +$214K | 7.51% | 4 |
|
|
2024
Q4 | $4.85M | Buy |
11,512
+183
| +2% | +$77.1K | 7.69% | 4 |
|
|
2024
Q3 | $4.87M | Sell |
11,329
-104,730
| -90% | -$45.1M | 8.55% | 4 |
|
|
2024
Q2 | $51.9M | Sell |
116,059
-253
| -0.2% | -$113K | 20.64% | 1 |
|
|
2024
Q1 | $48.9M | Sell |
116,312
-3,274
| -3% | -$1.38M | 20.03% | 1 |
|
|
2023
Q4 | $45M | Buy |
+119,586
| New | +$45M | 20.04% | 1 |
|