PWP
Perfromance Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232M | Sell |
466,803
-692
| -0.1% | -$344K | 7.43% | 3 |
|
|
2025
Q1 | $175M | Buy |
467,495
+231
| +0% | +$86.7K | 6.27% | 4 |
|
|
2024
Q4 | $197M | Buy |
467,264
+920
| +0.2% | +$388K | 6.33% | 4 |
|
|
2024
Q3 | $201M | Buy |
466,344
+10,140
| +2% | +$4.36M | 6.91% | 3 |
|
|
2024
Q2 | $204M | Buy |
456,204
+23,630
| +5% | +$10.6M | 7.51% | 3 |
|
|
2024
Q1 | $182M | Buy |
432,574
+24,079
| +6% | +$10.1M | 7.64% | 3 |
|
|
2023
Q4 | $154M | Sell |
408,495
-2,267
| -0.6% | -$852K | 6.75% | 3 |
|
|
2023
Q3 | $130M | Sell |
410,762
-3,086
| -0.7% | -$974K | 6.3% | 3 |
|
|
2023
Q2 | $140M | Sell |
413,848
-4,550
| -1% | -$1.54M | 6.43% | 3 |
|
|
2023
Q1 | $121M | Sell |
418,398
-2,433
| -0.6% | -$701K | 6.18% | 3 |
|
|
2022
Q4 | $101M | Sell |
420,831
-10,091
| -2% | -$2.42M | 6.07% | 3 |
|
|
2022
Q3 | $100M | Sell |
430,922
-1,859
| -0.4% | -$433K | 5.81% | 4 |
|
|
2022
Q2 | $111M | Sell |
432,781
-1,492
| -0.3% | -$383K | 6.25% | 4 |
|
|
2022
Q1 | $134M | Sell |
434,273
-2,048
| -0.5% | -$631K | 5.83% | 4 |
|
|
2021
Q4 | $147M | Buy |
+436,321
| New | +$147M | 5.92% | 4 |
|