PWM
Power Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
7,877
+177
| +2% | +$88K | 1.51% | 13 |
|
|
2025
Q1 | $2.89M | Sell |
7,700
-65
| -0.8% | -$24.4K | 1.17% | 15 |
|
|
2024
Q4 | $3.27M | Sell |
7,765
-177
| -2% | -$74.6K | 1.37% | 16 |
|
|
2024
Q3 | $3.42M | Buy |
7,942
+712
| +10% | +$306K | 1.46% | 15 |
|
|
2024
Q2 | $3.23M | Sell |
7,230
-432
| -6% | -$193K | 1.54% | 17 |
|
|
2024
Q1 | $3.22M | Sell |
7,662
-789
| -9% | -$332K | 2.02% | 14 |
|
|
2023
Q4 | $3.18M | Buy |
+8,451
| New | +$3.18M | 2.21% | 14 |
|