PJWM
Philip James Wealth Mangement’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
2,553
+89
| +4% | +$44.3K | 0.16% | 80 |
|
|
2025
Q1 | $925K | Buy |
2,464
+477
| +24% | +$179K | 0.11% | 84 |
|
|
2024
Q4 | $838K | Buy |
1,987
+230
| +13% | +$97K | 0.11% | 85 |
|
|
2024
Q3 | $756K | Buy |
1,757
+502
| +40% | +$216K | 0.09% | 84 |
|
|
2024
Q2 | $561K | Sell |
1,255
-98
| -7% | -$43.8K | 0.37% | 33 |
|
|
2024
Q1 | $569K | Sell |
1,353
-78
| -5% | -$32.8K | 0.4% | 31 |
|
|
2023
Q4 | $538K | Buy |
+1,431
| New | +$538K | 0.42% | 29 |
|