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PMG Wealth Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
4,012
-105
-3% -$52.2K 1.65% 20
2025
Q1
$1.55M Sell
4,117
-4,603
-53% -$1.73M 1.64% 16
2024
Q4
$3.68M Buy
+8,720
New +$3.68M 3.35% 13