PPWM
PFG Private Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
4,520
+44
| +1% | +$21.9K | 1.16% | 17 |
|
|
2025
Q1 | $1.68M | Sell |
4,476
-43
| -1% | -$16.1K | 0.91% | 17 |
|
|
2024
Q4 | $1.9M | Buy |
4,519
+3
| +0.1% | +$1.26K | 1.08% | 16 |
|
|
2024
Q3 | $1.94M | Buy |
4,516
+41
| +0.9% | +$17.6K | 1.13% | 19 |
|
|
2024
Q2 | $2M | Buy |
4,475
+115
| +3% | +$51.4K | 1.21% | 18 |
|
|
2024
Q1 | $1.83M | Buy |
4,360
+59
| +1% | +$24.8K | 1.15% | 18 |
|
|
2023
Q4 | $1.62M | Buy |
4,301
+4,077
| +1,820% | +$1.53M | 1.09% | 17 |
|
|
2023
Q3 | $70.6K | Sell |
224
-510
| -69% | -$161K | 0.05% | 83 |
|
|
2023
Q2 | $250K | Hold |
734
| – | – | 0.15% | 36 |
|
|
2023
Q1 | $212K | Buy |
734
+15
| +2% | +$4.33K | 0.13% | 45 |
|
|
2022
Q4 | $173K | Sell |
719
-11
| -2% | -$2.65K | 0.11% | 60 |
|
|
2022
Q3 | $170K | Sell |
730
-927
| -56% | -$216K | 0.11% | 58 |
|
|
2022
Q2 | $426K | Buy |
1,657
+21
| +1% | +$5.4K | 0.24% | 33 |
|
|
2022
Q1 | $504K | Sell |
1,636
-233
| -12% | -$71.8K | 0.26% | 33 |
|
|
2021
Q4 | $629K | Sell |
1,869
-18
| -1% | -$6.06K | 0.32% | 32 |
|
|
2021
Q3 | $532K | Buy |
1,887
+117
| +7% | +$33K | 0.31% | 30 |
|
|
2021
Q2 | $479K | Buy |
1,770
+323
| +22% | +$87.4K | 0.31% | 30 |
|
|
2021
Q1 | $341K | Buy |
+1,447
| New | +$341K | 0.23% | 35 |
|