PWG
Portside Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7M | Buy |
45,663
+876
| +2% | +$436K | 3.36% | 2 |
|
|
2025
Q1 | $16.8M | Buy |
44,787
+1,056
| +2% | +$396K | 2.74% | 3 |
|
|
2024
Q4 | $18.4M | Buy |
43,731
+1,369
| +3% | +$577K | 3.05% | 3 |
|
|
2024
Q3 | $18.2M | Sell |
42,362
-1,835
| -4% | -$790K | 3.11% | 3 |
|
|
2024
Q2 | $19.8M | Sell |
44,197
-2,004
| -4% | -$896K | 3.77% | 3 |
|
|
2024
Q1 | $19.4M | Sell |
46,201
-1,956
| -4% | -$823K | 3.6% | 3 |
|
|
2023
Q4 | $18.1M | Buy |
48,157
+7,601
| +19% | +$2.86M | 3.37% | 3 |
|
|
2023
Q3 | $12.8M | Buy |
40,556
+903
| +2% | +$285K | 2.41% | 4 |
|
|
2023
Q2 | $13.5M | Buy |
+39,653
| New | +$13.5M | 2.51% | 4 |
|