PWP
Principle Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.7M | Buy |
112,017
+3,155
| +3% | +$1.57M | 3.48% | 6 |
|
|
2025
Q1 | $40.9M | Buy |
108,862
+137
| +0.1% | +$51.4K | 2.92% | 6 |
|
|
2024
Q4 | $45.8M | Sell |
108,725
-357
| -0.3% | -$150K | 3.22% | 7 |
|
|
2024
Q3 | $46.9M | Buy |
109,082
+221
| +0.2% | +$95.1K | 3.32% | 4 |
|
|
2024
Q2 | $48.7M | Buy |
108,861
+358
| +0.3% | +$160K | 3.7% | 3 |
|
|
2024
Q1 | $45.6M | Buy |
108,503
+602
| +0.6% | +$253K | 3.57% | 4 |
|
|
2023
Q4 | $40.6M | Buy |
107,901
+216
| +0.2% | +$81.2K | 3.49% | 4 |
|
|
2023
Q3 | $34M | Sell |
107,685
-616
| -0.6% | -$195K | 3.42% | 4 |
|
|
2023
Q2 | $36.9M | Sell |
108,301
-301
| -0.3% | -$103K | 3.71% | 4 |
|
|
2023
Q1 | $31.3M | Buy |
108,602
+3,601
| +3% | +$1.04M | 3.35% | 4 |
|
|
2022
Q4 | $25.2M | Buy |
105,001
+669
| +0.6% | +$160K | 2.85% | 6 |
|
|
2022
Q3 | $24.3K | Buy |
104,332
+330
| +0.3% | +$77 | 2.29% | 7 |
|
|
2022
Q2 | $26.7M | Buy |
104,002
+801
| +0.8% | +$206K | 3.21% | 6 |
|
|
2022
Q1 | $31.8M | Buy |
103,201
+186
| +0.2% | +$57.3K | 3.35% | 6 |
|
|
2021
Q4 | $34.6M | Sell |
103,015
-784
| -0.8% | -$264K | 3.64% | 5 |
|
|
2021
Q3 | $28.3M | Sell |
103,799
-2,206
| -2% | -$601K | 3.26% | 6 |
|
|
2021
Q2 | $28.7M | Sell |
106,005
-5,924
| -5% | -$1.6M | 3.26% | 6 |
|
|
2021
Q1 | $26.4M | Buy |
111,929
+46,236
| +70% | +$10.9M | 3.09% | 6 |
|
|
2020
Q4 | $16.4M | Buy |
65,693
+33,419
| +104% | +$8.35M | 2.16% | 7 |
|
|
2020
Q3 | $6.79M | Sell |
32,274
-559
| -2% | -$118K | 1.89% | 11 |
|
|
2020
Q2 | $6.68M | Buy |
32,833
+1,432
| +5% | +$291K | 1.96% | 11 |
|
|
2020
Q1 | $4.95M | Sell |
31,401
-1,316
| -4% | -$208K | 1.86% | 14 |
|
|
2019
Q4 | $5.16M | Sell |
32,717
-615
| -2% | -$97K | 1.65% | 15 |
|
|
2019
Q3 | $4.63M | Buy |
33,332
+11,529
| +53% | +$1.6M | 1.6% | 14 |
|
|
2019
Q2 | $2.92M | Buy |
21,803
+1,145
| +6% | +$153K | 1.5% | 15 |
|
|
2019
Q1 | $2.44M | Buy |
20,658
+9,818
| +91% | +$1.16M | 1.39% | 19 |
|
|
2018
Q4 | $1.1M | Buy |
+10,840
| New | +$1.1M | 0.92% | 33 |
|