RWG
Ratio Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.65M | Hold |
3,915
| – | – | 0.31% | 46 |
|
|
2023
Q4 | $1.47M | Buy |
3,915
+158
| +4% | +$59.4K | 0.32% | 43 |
|
|
2023
Q3 | $1.19M | Buy |
3,757
+926
| +33% | +$292K | 0.3% | 40 |
|
|
2023
Q2 | $964K | Buy |
+2,831
| New | +$964K | 0.24% | 41 |
|
|
2022
Q4 | $535K | Sell |
2,229
-3
| -0.1% | -$719 | 0.15% | 45 |
|
|
2022
Q3 | $520K | Sell |
2,232
-91
| -4% | -$21.2K | 0.17% | 45 |
|
|
2022
Q2 | $597K | Buy |
2,323
+2
| +0.1% | +$514 | 0.19% | 41 |
|
|
2022
Q1 | $716K | Buy |
2,321
+17
| +0.7% | +$5.24K | 0.21% | 38 |
|
|
2021
Q4 | $775K | Buy |
2,304
+5
| +0.2% | +$1.68K | 0.23% | 35 |
|
|
2021
Q3 | $648K | Buy |
2,299
+114
| +5% | +$32.1K | 0.21% | 35 |
|
|
2021
Q2 | $592K | Buy |
2,185
+165
| +8% | +$44.7K | 0.21% | 33 |
|
|
2021
Q1 | $476K | Buy |
2,020
+26
| +1% | +$6.13K | 0.2% | 33 |
|
|
2020
Q4 | $444K | Buy |
+1,994
| New | +$444K | 0.24% | 31 |
|