QWM
Quadcap Wealth Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.3M | Buy |
30,666
+737
| +2% | +$367K | 1.94% | 6 |
|
2025
Q1 | $11.2M | Buy |
29,929
+20
| +0.1% | +$7.51K | 1.63% | 7 |
|
2024
Q4 | $12.6M | Sell |
29,909
-128
| -0.4% | -$54K | 1.85% | 7 |
|
2024
Q3 | $12.9M | Buy |
30,037
+1,498
| +5% | +$645K | 2.02% | 6 |
|
2024
Q2 | $12.8M | Buy |
28,539
+2,173
| +8% | +$971K | 2.3% | 5 |
|
2024
Q1 | $11.1M | Sell |
26,366
-1,591
| -6% | -$669K | 2.52% | 5 |
|
2023
Q4 | $10.5M | Buy |
+27,957
| New | +$10.5M | 2.72% | 3 |
|