PWG
Private Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Hold |
784
| – | – | 0.21% | 45 |
|
|
2025
Q1 | $294K | Hold |
784
| – | – | 0.17% | 50 |
|
|
2024
Q4 | $330K | Hold |
784
| – | – | 0.16% | 57 |
|
|
2024
Q3 | $337K | Hold |
784
| – | – | 0.17% | 53 |
|
|
2024
Q2 | $350K | Hold |
784
| – | – | 0.18% | 52 |
|
|
2024
Q1 | $330K | Hold |
784
| – | – | 0.17% | 54 |
|
|
2023
Q4 | $295K | Buy |
+784
| New | +$295K | 0.17% | 50 |
|
|
2023
Q1 | – | Sell |
-1,204
| Closed | -$289K | – | 56 |
|
|
2022
Q4 | $289K | Buy |
+1,204
| New | +$289K | 0.41% | 42 |
|