PWM
Prosperity Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.48M | Sell |
17,044
-1,070
| -6% | -$532K | 3.14% | 5 |
|
|
2025
Q1 | $6.8M | Sell |
18,114
-1,173
| -6% | -$440K | 3.2% | 5 |
|
|
2024
Q4 | $8.13M | Sell |
19,287
-1,166
| -6% | -$491K | 3.34% | 6 |
|
|
2024
Q3 | $8.8M | Buy |
20,453
+1,205
| +6% | +$519K | 3.52% | 7 |
|
|
2024
Q2 | $8.6M | Buy |
19,248
+559
| +3% | +$250K | 4.23% | 5 |
|
|
2024
Q1 | $7.86M | Buy |
18,689
+962
| +5% | +$405K | 3.73% | 6 |
|
|
2023
Q4 | $6.67M | Sell |
17,727
-2,672
| -13% | -$1M | 4.33% | 5 |
|
|
2023
Q3 | $6.44M | Buy |
20,399
+296
| +1% | +$93.5K | 4.15% | 5 |
|
|
2023
Q2 | $6.85M | Sell |
20,103
-65
| -0.3% | -$22.1K | 4.43% | 5 |
|
|
2023
Q1 | $5.81M | Buy |
20,168
+1,122
| +6% | +$323K | 4.6% | 4 |
|
|
2022
Q4 | $4.57M | Buy |
+19,046
| New | +$4.57M | 4.3% | 3 |
|