PWP
Precedent Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Buy |
9,791
+671
| +7% | +$334K | 1.19% | 20 |
|
|
2025
Q1 | $3.42M | Buy |
9,120
+730
| +9% | +$274K | 0.95% | 24 |
|
|
2024
Q4 | $3.54M | Buy |
8,390
+41
| +0.5% | +$17.3K | 1.15% | 21 |
|
|
2024
Q3 | $3.59M | Buy |
8,349
+372
| +5% | +$160K | 1.18% | 19 |
|
|
2024
Q2 | $3.57M | Buy |
7,977
+379
| +5% | +$169K | 1.44% | 15 |
|
|
2024
Q1 | $3.2M | Buy |
7,598
+177
| +2% | +$74.5K | 1.37% | 13 |
|
|
2023
Q4 | $2.79M | Buy |
+7,421
| New | +$2.79M | 1.42% | 12 |
|