PWM
Palumbo Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.99M | Buy |
20,081
+59
| +0.3% | +$29.3K | 3.09% | 7 |
|
|
2025
Q1 | $7.52M | Buy |
20,022
+2,851
| +17% | +$1.07M | 2.51% | 7 |
|
|
2024
Q4 | $7.24M | Buy |
17,171
+901
| +6% | +$380K | 2.7% | 6 |
|
|
2024
Q3 | $7M | Buy |
16,270
+1,204
| +8% | +$518K | 2.72% | 7 |
|
|
2024
Q2 | $6.73M | Buy |
15,066
+505
| +3% | +$226K | 2.85% | 7 |
|
|
2024
Q1 | $6.13M | Buy |
14,561
+105
| +0.7% | +$44.2K | 2.74% | 9 |
|
|
2023
Q4 | $5.44M | Sell |
14,456
-518
| -3% | -$195K | 2.78% | 10 |
|
|
2023
Q3 | $4.73M | Buy |
14,974
+2,006
| +15% | +$633K | 2.6% | 10 |
|
|
2023
Q2 | $4.42M | Sell |
12,968
-6
| -0% | -$2.04K | 2.7% | 10 |
|
|
2023
Q1 | $3.74M | Buy |
12,974
+434
| +3% | +$125K | 2.49% | 10 |
|
|
2022
Q4 | $3.01M | Buy |
12,540
+23
| +0.2% | +$5.52K | 2.39% | 10 |
|
|
2022
Q3 | $2.92M | Buy |
12,517
+5
| +0% | +$1.16K | 2.47% | 12 |
|
|
2022
Q2 | $3.21M | Buy |
12,512
+16
| +0.1% | +$4.11K | 2.55% | 11 |
|
|
2022
Q1 | $3.85M | Buy |
12,496
+120
| +1% | +$37K | 2.48% | 14 |
|
|
2021
Q4 | $4.16M | Buy |
12,376
+197
| +2% | +$66.3K | 2.61% | 10 |
|
|
2021
Q3 | $3.43M | Sell |
12,179
-400
| -3% | -$113K | 2.26% | 10 |
|
|
2021
Q2 | $3.41M | Sell |
12,579
-16
| -0.1% | -$4.34K | 2.29% | 8 |
|
|
2021
Q1 | $2.97M | Buy |
12,595
+298
| +2% | +$70.3K | 2.24% | 9 |
|
|
2020
Q4 | $2.74M | Buy |
+12,297
| New | +$2.74M | 2.21% | 9 |
|