QWP
Quotient Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
34,584
+2,606
| +8% | +$1.3M | 0.51% | 24 |
|
|
2025
Q1 | $12M | Sell |
31,978
-1,198
| -4% | -$450K | 0.38% | 27 |
|
|
2024
Q4 | $14M | Sell |
33,176
-295
| -0.9% | -$124K | 0.46% | 27 |
|
|
2024
Q3 | $14.4M | Sell |
33,471
-1,507
| -4% | -$648K | 0.47% | 27 |
|
|
2024
Q2 | $15.6M | Sell |
34,978
-231
| -0.7% | -$103K | 0.55% | 25 |
|
|
2024
Q1 | $14.8M | Sell |
35,209
-3,179
| -8% | -$1.34M | 0.53% | 26 |
|
|
2023
Q4 | $14.4M | Buy |
+38,388
| New | +$14.4M | 0.56% | 30 |
|