PWS
Precision Wealth Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Sell |
6,687
-558
| -8% | -$278K | 1.08% | 26 |
|
|
2025
Q1 | $2.72M | Buy |
7,245
+281
| +4% | +$105K | 2.08% | 16 |
|
|
2024
Q4 | $2.94M | Buy |
6,964
+1,646
| +31% | +$694K | 2.27% | 14 |
|
|
2024
Q3 | $2.29M | Buy |
5,318
+943
| +22% | +$406K | 2.12% | 11 |
|
|
2024
Q2 | $1.96M | Buy |
4,375
+1,325
| +43% | +$592K | 2.02% | 11 |
|
|
2024
Q1 | $1.28M | Buy |
3,050
+95
| +3% | +$40K | 1.21% | 18 |
|
|
2023
Q4 | $1.11M | Buy |
2,955
+51
| +2% | +$19.2K | 1.08% | 15 |
|
|
2023
Q3 | $917K | Buy |
2,904
+1,530
| +111% | +$483K | 0.99% | 15 |
|
|
2023
Q2 | $468K | Sell |
1,374
-230
| -14% | -$78.3K | 0.77% | 29 |
|
|
2023
Q1 | $462K | Sell |
1,604
-860
| -35% | -$248K | 0.73% | 30 |
|
|
2022
Q4 | $591K | Sell |
2,464
-2,078
| -46% | -$498K | 0.62% | 26 |
|
|
2022
Q3 | $1.12M | Sell |
4,542
-1,587
| -26% | -$392K | 0.99% | 18 |
|
|
2022
Q2 | $1.55M | Buy |
6,129
+2,056
| +50% | +$520K | 1.22% | 14 |
|
|
2022
Q1 | $1.26M | Buy |
4,073
+1,412
| +53% | +$435K | 0.75% | 20 |
|
|
2021
Q4 | $895K | Buy |
2,661
+271
| +11% | +$91.1K | 0.65% | 30 |
|
|
2021
Q3 | $674K | Buy |
2,390
+680
| +40% | +$192K | 0.52% | 38 |
|
|
2021
Q2 | $463K | Buy |
1,710
+282
| +20% | +$76.4K | 0.4% | 43 |
|
|
2021
Q1 | $337K | Buy |
1,428
+223
| +19% | +$52.6K | 0.32% | 48 |
|
|
2020
Q4 | $268K | Buy |
+1,205
| New | +$268K | 0.29% | 41 |
|