PWP
PrairieView Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Hold |
931
| – | – | 0.48% | 19 |
|
|
2025
Q1 | $349K | Hold |
931
| – | – | 0.43% | 14 |
|
|
2024
Q4 | $392K | Sell |
931
-80
| -8% | -$33.7K | 0.42% | 14 |
|
|
2024
Q3 | $435K | Sell |
1,011
-25
| -2% | -$10.8K | 0.47% | 14 |
|
|
2024
Q2 | $463K | Hold |
1,036
| – | – | 0.39% | 14 |
|
|
2024
Q1 | $436K | Sell |
1,036
-75
| -7% | -$31.6K | 0.4% | 15 |
|
|
2023
Q4 | $418K | Buy |
+1,111
| New | +$418K | 0.42% | 15 |
|