PWM
Provident Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
2,463
-251
| -9% | -$125K | 0.4% | 29 |
|
|
2025
Q1 | $1.02M | Buy |
2,714
+127
| +5% | +$47.7K | 0.35% | 33 |
|
|
2024
Q4 | $1.09M | Sell |
2,587
-72
| -3% | -$30.3K | 0.36% | 32 |
|
|
2024
Q3 | $1.14M | Buy |
2,659
+270
| +11% | +$116K | 0.39% | 33 |
|
|
2024
Q2 | $1.07M | Buy |
2,389
+434
| +22% | +$194K | 0.39% | 36 |
|
|
2024
Q1 | $823K | Buy |
1,955
+111
| +6% | +$46.7K | 0.31% | 39 |
|
|
2023
Q4 | $693K | Sell |
1,844
-7
| -0.4% | -$2.63K | 0.3% | 37 |
|
|
2023
Q3 | $584K | Hold |
1,851
| – | – | 0.28% | 38 |
|
|
2023
Q2 | $630K | Sell |
1,851
-60
| -3% | -$20.4K | 0.31% | 36 |
|
|
2023
Q1 | $551K | Buy |
1,911
+211
| +12% | +$60.8K | 0.28% | 36 |
|
|
2022
Q4 | $408K | Sell |
1,700
-6
| -0.4% | -$1.44K | 0.24% | 39 |
|
|
2022
Q3 | $397K | Buy |
1,706
+17
| +1% | +$3.96K | 0.24% | 38 |
|
|
2022
Q2 | $434K | Buy |
1,689
+1
| +0.1% | +$257 | 0.28% | 36 |
|
|
2022
Q1 | $520K | Buy |
1,688
+705
| +72% | +$217K | 0.32% | 40 |
|
|
2021
Q4 | $331K | Buy |
+983
| New | +$331K | 0.22% | 46 |
|
|
2020
Q4 | – | Sell |
-630
| Closed | -$133K | – | 190 |
|
|
2020
Q3 | $133K | Buy |
+630
| New | +$133K | 0.15% | 56 |
|
|
2020
Q2 | – | Sell |
-1,895
| Closed | -$299K | – | 77 |
|
|
2020
Q1 | $299K | Buy |
1,895
+105
| +6% | +$16.6K | 0.37% | 36 |
|
|
2019
Q4 | $282K | Buy |
+1,790
| New | +$282K | 0.25% | 39 |
|