OBWG
Onyx Bridge Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.55M | Buy |
15,170
+22
| +0.1% | +$10.9K | 1% | 29 |
|
|
2025
Q1 | $5.69M | Buy |
15,148
+213
| +1% | +$80K | 0.82% | 31 |
|
|
2024
Q4 | $6.29M | Buy |
14,935
+161
| +1% | +$67.9K | 0.91% | 31 |
|
|
2024
Q3 | $6.36M | Buy |
14,774
+172
| +1% | +$74K | 0.96% | 24 |
|
|
2024
Q2 | $6.53M | Buy |
14,602
+161
| +1% | +$72K | 1.07% | 22 |
|
|
2024
Q1 | $5.87M | Buy |
14,441
+713
| +5% | +$290K | 1.05% | 22 |
|
|
2023
Q4 | $5.16M | Buy |
13,728
+1,197
| +10% | +$450K | 1.04% | 25 |
|
|
2023
Q3 | $3.96M | Buy |
12,531
+434
| +4% | +$137K | 0.92% | 24 |
|
|
2023
Q2 | $4.12M | Buy |
12,097
+4,693
| +63% | +$1.6M | 0.99% | 24 |
|
|
2023
Q1 | $2.13M | Sell |
7,404
-248
| -3% | -$71.5K | 0.85% | 21 |
|
|
2022
Q4 | $1.72M | Buy |
7,652
+531
| +7% | +$119K | 0.7% | 24 |
|
|
2022
Q3 | $1.61M | Sell |
7,121
-73
| -1% | -$16.5K | 0.73% | 20 |
|
|
2022
Q2 | $1.87M | Buy |
7,194
+412
| +6% | +$107K | 0.83% | 17 |
|
|
2022
Q1 | $1.92M | Buy |
6,782
+512
| +8% | +$145K | 0.73% | 17 |
|
|
2021
Q4 | $2.1M | Buy |
6,270
+1,175
| +23% | +$393K | 0.71% | 14 |
|
|
2021
Q3 | $1.57M | Buy |
5,095
+835
| +20% | +$257K | 0.59% | 19 |
|
|
2021
Q2 | $1.2M | Buy |
4,260
+847
| +25% | +$238K | 0.52% | 20 |
|
|
2021
Q1 | $805K | Buy |
3,413
+175
| +5% | +$41.3K | 0.4% | 27 |
|
|
2020
Q4 | $720K | Buy |
+3,238
| New | +$720K | 0.47% | 25 |
|