PHWM
Pine Harbor Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Buy |
11,511
+589
| +5% | +$293K | 2.01% | 13 |
|
|
2025
Q1 | $4.1M | Sell |
10,922
-235
| -2% | -$88.2K | 1.64% | 15 |
|
|
2024
Q4 | $4.7M | Sell |
11,157
-85
| -0.8% | -$35.8K | 1.89% | 14 |
|
|
2024
Q3 | $4.84M | Sell |
11,242
-66
| -0.6% | -$28.4K | 2.41% | 13 |
|
|
2024
Q2 | $5.05M | Buy |
11,308
+210
| +2% | +$93.9K | 2.97% | 9 |
|
|
2024
Q1 | $4.67M | Sell |
11,098
-15
| -0.1% | -$6.31K | 2.94% | 8 |
|
|
2023
Q4 | $4.18M | Buy |
+11,113
| New | +$4.18M | 3.18% | 10 |
|