PWM
Pinnacle Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
5,817
+1,852
| +47% | +$921K | 2.42% | 12 |
|
|
2025
Q1 | $1.49M | Sell |
3,965
-1,431
| -27% | -$537K | 1.68% | 13 |
|
|
2024
Q4 | $2.27M | Sell |
5,396
-59
| -1% | -$24.9K | 2.53% | 17 |
|
|
2024
Q3 | $2.35M | Sell |
5,455
-1,655
| -23% | -$712K | 2.81% | 17 |
|
|
2024
Q2 | $3.18M | Sell |
7,110
-152
| -2% | -$67.9K | 3.97% | 7 |
|
|
2024
Q1 | $3.06M | Sell |
7,262
-656
| -8% | -$276K | 3.19% | 8 |
|
|
2023
Q4 | $2.98M | Buy |
7,918
+148
| +2% | +$55.7K | 3.4% | 13 |
|
|
2023
Q3 | $2.45M | Sell |
7,770
-2,532
| -25% | -$799K | 2.98% | 12 |
|
|
2023
Q2 | $3.51M | Buy |
+10,302
| New | +$3.51M | 3.54% | 6 |
|
|
2022
Q4 | $1.76M | Sell |
7,349
-82
| -1% | -$19.7K | 2.12% | 12 |
|
|
2022
Q3 | $1.73M | Buy |
7,431
+114
| +2% | +$26.6K | 2.1% | 18 |
|
|
2022
Q2 | $1.88M | Buy |
7,317
+348
| +5% | +$89.4K | 2.64% | 9 |
|
|
2022
Q1 | $2.15M | Sell |
6,969
-231
| -3% | -$71.2K | 2.51% | 13 |
|
|
2021
Q4 | $2.42M | Buy |
+7,200
| New | +$2.42M | 2.07% | 17 |
|