OWM
Orgel Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
4,909
-173
| -3% | -$86.1K | 0.06% | 39 |
|
|
2025
Q1 | $1.91M | Sell |
5,082
-35
| -0.7% | -$13.1K | 0.05% | 37 |
|
|
2024
Q4 | $2.16M | Sell |
5,117
-180
| -3% | -$75.9K | 0.06% | 36 |
|
|
2024
Q3 | $2.28M | Sell |
5,297
-142
| -3% | -$61.1K | 0.06% | 37 |
|
|
2024
Q2 | $2.43M | Buy |
5,439
+21
| +0.4% | +$9.39K | 0.07% | 35 |
|
|
2024
Q1 | $2.28M | Sell |
5,418
-1,286
| -19% | -$541K | 0.06% | 33 |
|
|
2023
Q4 | $2.52M | Sell |
6,704
-195
| -3% | -$73.3K | 0.07% | 34 |
|
|
2023
Q3 | $2.18M | Buy |
6,899
+1,554
| +29% | +$491K | 0.07% | 32 |
|
|
2023
Q2 | $1.82M | Sell |
5,345
-26
| -0.5% | -$8.85K | 0.06% | 37 |
|
|
2023
Q1 | $1.55M | Buy |
5,371
+1
| +0% | +$288 | 0.06% | 37 |
|
|
2022
Q4 | $1.29M | Sell |
5,370
-248
| -4% | -$59.5K | 0.05% | 37 |
|
|
2022
Q3 | $1.31M | Buy |
5,618
+102
| +2% | +$23.7K | 0.06% | 34 |
|
|
2022
Q2 | $1.42M | Sell |
5,516
-95
| -2% | -$24.4K | 0.08% | 28 |
|
|
2022
Q1 | $1.73M | Sell |
5,611
-992
| -15% | -$306K | 0.12% | 26 |
|
|
2021
Q4 | $2.22M | Buy |
6,603
+590
| +10% | +$198K | 0.21% | 23 |
|
|
2021
Q3 | $1.7M | Buy |
6,013
+277
| +5% | +$78.1K | 0.19% | 24 |
|
|
2021
Q2 | $1.55M | Sell |
5,736
-200
| -3% | -$54.2K | 0.19% | 24 |
|
|
2021
Q1 | $1.4M | Buy |
5,936
+140
| +2% | +$33K | 0.2% | 22 |
|
|
2020
Q4 | $1.29M | Sell |
5,796
-45
| -0.8% | -$10K | 0.26% | 21 |
|
|
2020
Q3 | $1.23M | Sell |
5,841
-368
| -6% | -$77.4K | 0.34% | 21 |
|
|
2020
Q2 | $1.26M | Buy |
6,209
+408
| +7% | +$83.1K | 0.48% | 20 |
|
|
2020
Q1 | $915K | Sell |
5,801
-698
| -11% | -$110K | 0.36% | 16 |
|
|
2019
Q4 | $1.03M | Buy |
6,499
+7
| +0.1% | +$1.1K | 0.28% | 22 |
|
|
2019
Q3 | $903K | Hold |
6,492
| – | – | 0.34% | 20 |
|
|
2019
Q2 | $870K | Buy |
6,492
+74
| +1% | +$9.92K | 0.34% | 18 |
|
|
2019
Q1 | $757K | Hold |
6,418
| – | – | 0.26% | 20 |
|
|
2018
Q4 | $652K | Hold |
6,418
| – | – | 0.2% | 22 |
|
|
2018
Q3 | $734K | Sell |
6,418
-11
| -0.2% | -$1.26K | 0.32% | 19 |
|
|
2018
Q2 | $634K | Sell |
6,429
-450
| -7% | -$44.4K | 0.16% | 21 |
|
|
2018
Q1 | $628K | Sell |
6,879
-113
| -2% | -$10.3K | 0.16% | 20 |
|
|
2017
Q4 | $598K | Buy |
6,992
+204
| +3% | +$17.4K | 0.14% | 20 |
|
|
2017
Q3 | $506K | Sell |
6,788
-49
| -0.7% | -$3.65K | 0.18% | 9 |
|
|
2017
Q2 | $471K | Sell |
6,837
-52
| -0.8% | -$3.58K | 0.17% | 8 |
|
|
2017
Q1 | $454K | Buy |
6,889
+2,369
| +52% | +$156K | 0.2% | 8 |
|
|
2016
Q4 | $281K | Sell |
4,520
-319
| -7% | -$19.8K | 0.18% | 14 |
|
|
2016
Q3 | $279K | Buy |
+4,839
| New | +$279K | 0.19% | 14 |
|