PPWP
Premier Path Wealth Partners’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.4M | Buy |
53,025
+1,514
| +3% | +$753K | 3.67% | 3 |
|
2025
Q1 | $19.3M | Sell |
51,511
-879
| -2% | -$330K | 3.01% | 3 |
|
2024
Q4 | $22.1M | Buy |
52,390
+9
| +0% | +$3.79K | 3.37% | 3 |
|
2024
Q3 | $22.5M | Sell |
52,381
-354
| -0.7% | -$152K | 3.55% | 3 |
|
2024
Q2 | $23.6M | Buy |
52,735
+1,903
| +4% | +$851K | 4.02% | 2 |
|
2024
Q1 | $21.4M | Sell |
50,832
-58
| -0.1% | -$24.4K | 4.02% | 2 |
|
2023
Q4 | $19.1M | Buy |
+50,890
| New | +$19.1M | 4.23% | 2 |
|