PGWM
Pitti Group Wealth Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.85M | Sell |
3,726
-151
| -4% | -$75.1K | 1.6% | 16 |
|
2025
Q1 | $1.46M | Sell |
3,877
-33
| -0.8% | -$12.4K | 1.49% | 18 |
|
2024
Q4 | $1.65M | Buy |
3,910
+435
| +13% | +$183K | 1.67% | 18 |
|
2024
Q3 | $1.31M | Hold |
3,475
| – | – | 1.42% | 20 |
|
2024
Q2 | $1.31M | Sell |
3,475
-143
| -4% | -$53.8K | 1.42% | 20 |
|
2024
Q1 | $1.55M | Buy |
3,618
+143
| +4% | +$61.2K | 1.73% | 17 |
|
2023
Q4 | $1.31M | Sell |
3,475
-592
| -15% | -$223K | 1.42% | 20 |
|
2023
Q3 | $1.28M | Buy |
4,067
+89
| +2% | +$28.1K | 1.47% | 19 |
|
2023
Q2 | $1.35M | Sell |
3,978
-608
| -13% | -$207K | 1.52% | 22 |
|
2023
Q1 | $1.32M | Sell |
4,586
-90
| -2% | -$25.9K | 1.48% | 22 |
|
2022
Q4 | $1.12M | Buy |
4,676
+483
| +12% | +$116K | 1.34% | 22 |
|
2022
Q3 | $977K | Sell |
4,193
-17
| -0.4% | -$3.96K | 1.35% | 20 |
|
2022
Q2 | $1.08M | Sell |
4,210
-242
| -5% | -$62.1K | 1.48% | 18 |
|
2022
Q1 | $1.37M | Buy |
4,452
+239
| +6% | +$73.7K | 1.6% | 18 |
|
2021
Q4 | $1.42M | Buy |
+4,213
| New | +$1.42M | 1.58% | 19 |
|