PWM
Paulson Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
6,150
+296
| +5% | +$147K | 0.79% | 19 |
|
|
2025
Q1 | $2.2M | Sell |
5,854
-203
| -3% | -$76.2K | 0.62% | 23 |
|
|
2024
Q4 | $2.55M | Sell |
6,057
-519
| -8% | -$219K | 0.7% | 22 |
|
|
2024
Q3 | $2.83M | Buy |
6,576
+128
| +2% | +$55.1K | 0.76% | 21 |
|
|
2024
Q2 | $2.88M | Sell |
6,448
-21
| -0.3% | -$9.39K | 0.84% | 22 |
|
|
2024
Q1 | $2.72M | Buy |
6,469
+37
| +0.6% | +$15.6K | 0.8% | 23 |
|
|
2023
Q4 | $2.42M | Sell |
6,432
-262
| -4% | -$98.5K | 0.78% | 23 |
|
|
2023
Q3 | $2.11M | Buy |
6,694
+684
| +11% | +$216K | 0.74% | 23 |
|
|
2023
Q2 | $2.05M | Buy |
6,010
+2,304
| +62% | +$785K | 0.7% | 25 |
|
|
2023
Q1 | $1.07M | Buy |
3,706
+154
| +4% | +$44.4K | 0.48% | 25 |
|
|
2022
Q4 | $852K | Sell |
3,552
-143
| -4% | -$34.3K | 0.42% | 29 |
|
|
2022
Q3 | $861K | Buy |
3,695
+318
| +9% | +$74.1K | 0.46% | 24 |
|
|
2022
Q2 | $867K | Sell |
3,377
-329
| -9% | -$84.5K | 0.46% | 22 |
|
|
2022
Q1 | $1.14M | Sell |
3,706
-29
| -0.8% | -$8.94K | 0.52% | 20 |
|
|
2021
Q4 | $1.26M | Sell |
3,735
-44
| -1% | -$14.8K | 0.56% | 20 |
|
|
2021
Q3 | $1.07M | Buy |
3,779
+81
| +2% | +$22.8K | 0.51% | 26 |
|
|
2021
Q2 | $1M | Buy |
3,698
+173
| +5% | +$46.9K | 0.48% | 26 |
|
|
2021
Q1 | $915K | Buy |
3,525
+7
| +0.2% | +$1.82K | 0.45% | 27 |
|
|
2020
Q4 | $782K | Sell |
3,518
-123
| -3% | -$27.3K | 0.46% | 28 |
|
|
2020
Q3 | $766K | Buy |
3,641
+58
| +2% | +$12.2K | 0.49% | 29 |
|
|
2020
Q2 | $729K | Sell |
3,583
-451
| -11% | -$91.8K | 0.51% | 27 |
|
|
2020
Q1 | $693K | Sell |
4,034
-77
| -2% | -$13.2K | 0.53% | 27 |
|
|
2019
Q4 | $687K | Sell |
4,111
-464
| -10% | -$77.5K | 0.49% | 38 |
|
|
2019
Q3 | $636K | Buy |
4,575
+201
| +5% | +$27.9K | 0.48% | 40 |
|
|
2019
Q2 | $609K | Sell |
4,374
-8
| -0.2% | -$1.11K | 0.45% | 43 |
|
|
2019
Q1 | $517K | Buy |
4,382
+43
| +1% | +$5.07K | 0.39% | 55 |
|
|
2018
Q4 | $459K | Buy |
4,339
+141
| +3% | +$14.9K | 0.38% | 63 |
|
|
2018
Q3 | $453K | Sell |
4,198
-35
| -0.8% | -$3.78K | 0.41% | 68 |
|
|
2018
Q2 | $417K | Sell |
4,233
-23
| -0.5% | -$2.27K | 0.41% | 67 |
|
|
2018
Q1 | $388K | Buy |
4,256
+91
| +2% | +$8.3K | 0.39% | 70 |
|
|
2017
Q4 | $356K | Buy |
+4,165
| New | +$356K | 0.31% | 72 |
|