RDWM
Red Door Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.9M | Buy |
68,141
+7,378
| +12% | +$3.67M | 4.05% | 5 |
|
|
2025
Q1 | $22.8M | Buy |
60,763
+1,375
| +2% | +$516K | 3.37% | 5 |
|
|
2024
Q4 | $25M | Buy |
59,388
+4,155
| +8% | +$1.75M | 3.83% | 5 |
|
|
2024
Q3 | $23.8M | Buy |
55,233
+4,114
| +8% | +$1.77M | 3.95% | 5 |
|
|
2024
Q2 | $22.8M | Buy |
51,119
+1,377
| +3% | +$615K | 4.03% | 5 |
|
|
2024
Q1 | $20.9M | Buy |
49,742
+2,579
| +5% | +$1.09M | 4.03% | 3 |
|
|
2023
Q4 | $17.7M | Buy |
47,163
+1,713
| +4% | +$644K | 3.85% | 4 |
|
|
2023
Q3 | $14.4M | Sell |
45,450
-4,245
| -9% | -$1.34M | 3.59% | 4 |
|
|
2023
Q2 | $16.9M | Buy |
49,695
+9,642
| +24% | +$3.28M | 3.75% | 4 |
|
|
2023
Q1 | $11.5M | Buy |
40,053
+911
| +2% | +$263K | 3.62% | 4 |
|
|
2022
Q4 | $9.39M | Buy |
39,142
+2,245
| +6% | +$538K | 3.08% | 4 |
|
|
2022
Q3 | $8.59M | Buy |
36,897
+332
| +0.9% | +$77.3K | 3.26% | 3 |
|
|
2022
Q2 | $9.39M | Buy |
36,565
+1,742
| +5% | +$447K | 3.48% | 3 |
|
|
2022
Q1 | $10.7M | Buy |
34,823
+1,295
| +4% | +$399K | 3.6% | 3 |
|
|
2021
Q4 | $11.3M | Buy |
33,528
+1,645
| +5% | +$553K | 3.7% | 3 |
|
|
2021
Q3 | $8.99M | Buy |
31,883
+2,159
| +7% | +$609K | 3.44% | 3 |
|
|
2021
Q2 | $8.05M | Buy |
29,724
+4,865
| +20% | +$1.32M | 3.13% | 3 |
|
|
2021
Q1 | $5.9M | Buy |
24,859
+2,084
| +9% | +$495K | 3.01% | 5 |
|
|
2020
Q4 | $5.07M | Buy |
22,775
+226
| +1% | +$50.3K | 2.99% | 5 |
|
|
2020
Q3 | $4.75M | Sell |
22,549
-444
| -2% | -$93.5K | 3.5% | 4 |
|
|
2020
Q2 | $4.68M | Buy |
22,993
+1,088
| +5% | +$221K | 3.42% | 4 |
|
|
2020
Q1 | $3.45M | Buy |
21,905
+2,009
| +10% | +$317K | 3.28% | 3 |
|
|
2019
Q4 | $3.23M | Buy |
+19,896
| New | +$3.23M | 2.87% | 5 |
|