PWMG
Prestige Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
24,905
+80
| +0.3% | +$39.8K | 2.52% | 11 |
|
|
2025
Q1 | $9.32M | Sell |
24,825
-1,725
| -6% | -$648K | 1.99% | 11 |
|
|
2024
Q4 | $11.2M | Sell |
26,550
-603
| -2% | -$254K | 2.33% | 11 |
|
|
2024
Q3 | $11.7M | Sell |
27,153
-760
| -3% | -$327K | 2.42% | 11 |
|
|
2024
Q2 | $12.5M | Sell |
27,913
-378
| -1% | -$169K | 2.69% | 11 |
|
|
2024
Q1 | $11.9M | Sell |
28,291
-1,878
| -6% | -$790K | 2.56% | 11 |
|
|
2023
Q4 | $11.3M | Sell |
30,169
-744
| -2% | -$280K | 2.57% | 12 |
|
|
2023
Q3 | $9.76M | Buy |
30,913
+298
| +1% | +$94.1K | 2.41% | 12 |
|
|
2023
Q2 | $10.4M | Buy |
30,615
+277
| +0.9% | +$94.3K | 2.47% | 12 |
|
|
2023
Q1 | $8.75M | Sell |
30,338
-10,217
| -25% | -$2.95M | 2.2% | 12 |
|
|
2022
Q4 | $9.73M | Buy |
40,555
+10,484
| +35% | +$2.51M | 2.53% | 11 |
|
|
2022
Q3 | $7M | Buy |
30,071
+276
| +0.9% | +$64.3K | 1.97% | 14 |
|
|
2022
Q2 | $7.65M | Sell |
29,795
-170
| -0.6% | -$43.7K | 2.08% | 12 |
|
|
2022
Q1 | $9.24M | Sell |
29,965
-142
| -0.5% | -$43.8K | 2.27% | 11 |
|
|
2021
Q4 | $10.1M | Buy |
30,107
+271
| +0.9% | +$91.1K | 2.42% | 10 |
|
|
2021
Q3 | $8.41M | Buy |
29,836
+2,963
| +11% | +$835K | 2.15% | 10 |
|
|
2021
Q2 | $7.28M | Sell |
26,873
-1,439
| -5% | -$390K | 1.93% | 12 |
|
|
2021
Q1 | $6.68M | Buy |
28,312
+755
| +3% | +$178K | 1.83% | 12 |
|
|
2020
Q4 | $6.13M | Buy |
27,557
+2,044
| +8% | +$455K | 1.68% | 15 |
|
|
2020
Q3 | $5.37M | Buy |
25,513
+1,358
| +6% | +$286K | 1.62% | 15 |
|
|
2020
Q2 | $4.92M | Sell |
24,155
-2,116
| -8% | -$431K | 1.73% | 12 |
|
|
2020
Q1 | $4.14M | Buy |
26,271
+4,203
| +19% | +$663K | 1.75% | 11 |
|
|
2019
Q4 | $3.48M | Buy |
22,068
+11
| +0% | +$1.74K | 1.9% | 9 |
|
|
2019
Q3 | $3.07M | Buy |
22,057
+374
| +2% | +$52K | 1.8% | 9 |
|
|
2019
Q2 | $2.91M | Buy |
21,683
+371
| +2% | +$49.7K | 1.76% | 11 |
|
|
2019
Q1 | $2.51M | Sell |
21,312
-3,000
| -12% | -$354K | 1.54% | 11 |
|
|
2018
Q4 | $2.47M | Buy |
+24,312
| New | +$2.47M | 1.82% | 12 |
|