PWM
MSFT icon

Pines Wealth Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.2M Buy
22,403
+1,608
+8% +$802K 3.95% 2
2025
Q1
$7.37M Buy
20,795
+1,327
+7% +$471K 3.41% 2
2024
Q4
$8.16M Buy
+19,468
New +$8.16M 3.55% 3