PCS
Private Client Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
7,849
+2,906
| +59% | +$1.45M | 1.52% | 12 |
|
|
2025
Q1 | $1.86M | Sell |
4,943
-1,565
| -24% | -$588K | 0.92% | 30 |
|
|
2024
Q4 | $2.74M | Buy |
6,508
+100
| +2% | +$42.2K | 1.47% | 15 |
|
|
2024
Q3 | $2.76M | Sell |
6,408
-1,937
| -23% | -$833K | 1.48% | 17 |
|
|
2024
Q2 | $3.73M | Buy |
8,345
+197
| +2% | +$88K | 2.34% | 9 |
|
|
2024
Q1 | $3.43M | Buy |
8,148
+3,732
| +85% | +$1.57M | 2.3% | 10 |
|
|
2023
Q4 | $1.66M | Buy |
+4,416
| New | +$1.66M | 1.36% | 20 |
|