PWMG
Pinnacle Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Sell |
13,840
-50
| -0.4% | -$24.9K | 3.95% | 5 |
|
|
2025
Q1 | $5.21M | Sell |
13,890
-555
| -4% | -$208K | 3.64% | 5 |
|
|
2024
Q4 | $6.09M | Buy |
14,445
+23
| +0.2% | +$9.7K | 3.79% | 6 |
|
|
2024
Q3 | $6.21M | Sell |
14,422
-43
| -0.3% | -$18.5K | 3.92% | 5 |
|
|
2024
Q2 | $6.47M | Sell |
14,465
-66
| -0.5% | -$29.5K | 4.37% | 5 |
|
|
2024
Q1 | $6.11M | Buy |
14,531
+204
| +1% | +$85.8K | 4.54% | 3 |
|
|
2023
Q4 | $5.39M | Sell |
14,327
-126
| -0.9% | -$47.4K | 4.42% | 5 |
|
|
2023
Q3 | $4.56M | Sell |
14,453
-641
| -4% | -$202K | 4.15% | 5 |
|
|
2023
Q2 | $5.14M | Sell |
15,094
-1,163
| -7% | -$396K | 4.49% | 4 |
|
|
2023
Q1 | $4.69M | Sell |
16,257
-887
| -5% | -$256K | 4.06% | 5 |
|
|
2022
Q4 | $4.11M | Sell |
17,144
-2,694
| -14% | -$646K | 3.64% | 4 |
|
|
2022
Q3 | $4.62M | Sell |
19,838
-659
| -3% | -$153K | 4.07% | 6 |
|
|
2022
Q2 | $5.26M | Sell |
20,497
-643
| -3% | -$165K | 4.41% | 3 |
|
|
2022
Q1 | $6.52M | Buy |
21,140
+247
| +1% | +$76.2K | 4.9% | 3 |
|
|
2021
Q4 | $7.03M | Sell |
20,893
-762
| -4% | -$256K | 5.21% | 2 |
|
|
2021
Q3 | $6.11M | Buy |
21,655
+167
| +0.8% | +$47.1K | 4.59% | 3 |
|
|
2021
Q2 | $5.82M | Buy |
+21,488
| New | +$5.82M | 4.25% | 2 |
|