PWMAG
Pinnacle Wealth Management Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8M | Buy |
84,014
+1,636
| +2% | +$814K | 3.47% | 4 |
|
|
2025
Q1 | $30.9M | Buy |
82,378
+12
| +0% | +$4.51K | 2.88% | 6 |
|
|
2024
Q4 | $34.7M | Sell |
82,366
-541
| -0.7% | -$228K | 3.25% | 4 |
|
|
2024
Q3 | $35.7M | Sell |
82,907
-231
| -0.3% | -$99.4K | 3.41% | 4 |
|
|
2024
Q2 | $37.2M | Sell |
83,138
-6,468
| -7% | -$2.89M | 3.84% | 3 |
|
|
2024
Q1 | $37.7M | Buy |
89,606
+155
| +0.2% | +$65.2K | 4.05% | 3 |
|
|
2023
Q4 | $33.6M | Buy |
89,451
+435
| +0.5% | +$164K | 3.94% | 3 |
|
|
2023
Q3 | $28.1M | Sell |
89,016
-619
| -0.7% | -$195K | 3.64% | 3 |
|
|
2023
Q2 | $30.5M | Buy |
89,635
+1,459
| +2% | +$497K | 3.8% | 3 |
|
|
2023
Q1 | $25.4M | Buy |
88,176
+2,583
| +3% | +$745K | 3.43% | 4 |
|
|
2022
Q4 | $20.5M | Sell |
85,593
-919
| -1% | -$220K | 3.09% | 5 |
|
|
2022
Q3 | $20.1M | Buy |
86,512
+2,233
| +3% | +$520K | 3.35% | 5 |
|
|
2022
Q2 | $21.6M | Buy |
84,279
+8,770
| +12% | +$2.25M | 3.49% | 5 |
|
|
2022
Q1 | $23.3M | Buy |
75,509
+8,811
| +13% | +$2.72M | 3.36% | 5 |
|
|
2021
Q4 | $22.4M | Buy |
66,698
+39,108
| +142% | +$13.2M | 3.67% | 3 |
|
|
2021
Q3 | $7.78M | Sell |
27,590
-257
| -0.9% | -$72.5K | 1.82% | 12 |
|
|
2021
Q2 | $7.54M | Buy |
27,847
+3,034
| +12% | +$822K | 1.77% | 13 |
|
|
2021
Q1 | $5.85M | Buy |
24,813
+39
| +0.2% | +$9.2K | 1.64% | 18 |
|
|
2020
Q4 | $5.51M | Sell |
24,774
-465
| -2% | -$103K | 1.68% | 17 |
|
|
2020
Q3 | $5.31M | Sell |
25,239
-4,914
| -16% | -$1.03M | 1.85% | 15 |
|
|
2020
Q2 | $6.14M | Buy |
30,153
+1,226
| +4% | +$249K | 2.28% | 10 |
|
|
2020
Q1 | $4.56M | Buy |
28,927
+520
| +2% | +$82K | 2.21% | 13 |
|
|
2019
Q4 | $4.48M | Buy |
28,407
+215
| +0.8% | +$33.9K | 1.67% | 15 |
|
|
2019
Q3 | $3.92M | Sell |
28,192
-653
| -2% | -$90.8K | 1.64% | 16 |
|
|
2019
Q2 | $3.86M | Buy |
28,845
+396
| +1% | +$53K | 1.64% | 15 |
|
|
2019
Q1 | $3.36M | Sell |
28,449
-575
| -2% | -$67.8K | 1.51% | 15 |
|
|
2018
Q4 | $2.95M | Sell |
29,024
-125
| -0.4% | -$12.7K | 1.6% | 14 |
|
|
2018
Q3 | $3.33M | Sell |
29,149
-4,855
| -14% | -$555K | 1.65% | 14 |
|
|
2018
Q2 | $3.35M | Sell |
34,004
-1,504
| -4% | -$148K | 1.8% | 14 |
|
|
2018
Q1 | $3.24M | Sell |
35,508
-1,360
| -4% | -$124K | 1.84% | 13 |
|
|
2017
Q4 | $3.15M | Buy |
36,868
+1,131
| +3% | +$96.8K | 1.74% | 13 |
|
|
2017
Q3 | $2.66M | Buy |
35,737
+81
| +0.2% | +$6.03K | 1.55% | 14 |
|
|
2017
Q2 | $2.46M | Buy |
35,656
+1,836
| +5% | +$127K | 1.52% | 13 |
|
|
2017
Q1 | $2.23M | Sell |
33,820
-716
| -2% | -$47.1K | 1.54% | 16 |
|
|
2016
Q4 | $2.15M | Sell |
34,536
-345
| -1% | -$21.4K | 1.54% | 16 |
|
|
2016
Q3 | $2.01M | Sell |
34,881
-100
| -0.3% | -$5.76K | 1.52% | 15 |
|
|
2016
Q2 | $1.79M | Buy |
34,981
+2,990
| +9% | +$153K | 1.42% | 17 |
|
|
2016
Q1 | $1.77M | Buy |
31,991
+875
| +3% | +$48.3K | 1.57% | 13 |
|
|
2015
Q4 | $1.73M | Sell |
31,116
-1,125
| -3% | -$62.4K | 1.58% | 17 |
|
|
2015
Q3 | $1.43M | Buy |
32,241
+35
| +0.1% | +$1.55K | 1.38% | 22 |
|
|
2015
Q2 | $1.42M | Sell |
32,206
-6,610
| -17% | -$292K | 1.32% | 23 |
|
|
2015
Q1 | $1.58M | Buy |
38,816
+1,531
| +4% | +$62.2K | 1.42% | 19 |
|
|
2014
Q4 | $1.73M | Buy |
+37,285
| New | +$1.73M | 1.61% | 16 |
|