PWM
Purus Wealth Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.99M | Buy |
14,055
+1,585
| +13% | +$788K | 2.43% | 9 |
|
2025
Q1 | $4.68M | Buy |
12,470
+21
| +0.2% | +$7.88K | 1.99% | 11 |
|
2024
Q4 | $5.25M | Buy |
12,449
+104
| +0.8% | +$43.8K | 2.08% | 10 |
|
2024
Q3 | $5.31M | Buy |
12,345
+155
| +1% | +$66.7K | 2.25% | 10 |
|
2024
Q2 | $5.45M | Buy |
12,190
+1,047
| +9% | +$468K | 2.41% | 11 |
|
2024
Q1 | $4.69M | Buy |
11,143
+25
| +0.2% | +$10.5K | 2.31% | 11 |
|
2023
Q4 | $4.18M | Buy |
11,118
+371
| +3% | +$140K | 2.42% | 10 |
|
2023
Q3 | $3.39M | Buy |
10,747
+134
| +1% | +$42.3K | 2.29% | 13 |
|
2023
Q2 | $3.61M | Buy |
10,613
+1,393
| +15% | +$474K | 2.34% | 12 |
|
2023
Q1 | $2.66M | Buy |
9,220
+45
| +0.5% | +$13K | 2.1% | 16 |
|
2022
Q4 | $2.2M | Sell |
9,175
-361
| -4% | -$86.6K | 2% | 16 |
|
2022
Q3 | $2.22M | Buy |
9,536
+894
| +10% | +$208K | 2.05% | 15 |
|
2022
Q2 | $2.22M | Buy |
8,642
+134
| +2% | +$34.4K | 1.98% | 16 |
|
2022
Q1 | $2.62M | Sell |
8,508
-83
| -1% | -$25.6K | 1.81% | 17 |
|
2021
Q4 | $2.89M | Buy |
8,591
+64
| +0.8% | +$21.5K | 1.81% | 14 |
|
2021
Q3 | $2.4M | Buy |
8,527
+188
| +2% | +$53K | 1.66% | 18 |
|
2021
Q2 | $2.26M | Buy |
8,339
+309
| +4% | +$83.7K | 1.63% | 17 |
|
2021
Q1 | $1.89M | Buy |
8,030
+119
| +2% | +$28.1K | 1.59% | 18 |
|
2020
Q4 | $1.76M | Buy |
+7,911
| New | +$1.76M | 1.57% | 19 |
|