RWM
Reston Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
4,665
+648
| +16% | +$322K | 0.81% | 13 |
|
|
2025
Q1 | $1.51M | Buy |
4,017
+37
| +0.9% | +$13.9K | 0.61% | 17 |
|
|
2024
Q4 | $1.68M | Sell |
3,980
-31
| -0.8% | -$13.1K | 0.62% | 17 |
|
|
2024
Q3 | $1.73M | Buy |
4,011
+186
| +5% | +$80K | 0.62% | 17 |
|
|
2024
Q2 | $1.71M | Buy |
3,825
+120
| +3% | +$53.6K | 0.68% | 17 |
|
|
2024
Q1 | $1.56M | Buy |
3,705
+5
| +0.1% | +$2.1K | 0.63% | 18 |
|
|
2023
Q4 | $1.39M | Sell |
3,700
-19
| -0.5% | -$7.14K | 0.64% | 17 |
|
|
2023
Q3 | $1.17M | Buy |
3,719
+191
| +5% | +$60.3K | 0.59% | 17 |
|
|
2023
Q2 | $1.2M | Buy |
3,528
+100
| +3% | +$34.1K | 0.57% | 17 |
|
|
2023
Q1 | $988K | Sell |
3,428
-100
| -3% | -$28.8K | 0.52% | 18 |
|
|
2022
Q4 | $846K | Sell |
3,528
-75
| -2% | -$18K | 0.47% | 20 |
|
|
2022
Q3 | $839K | Sell |
3,603
-1,238
| -26% | -$288K | 0.5% | 21 |
|
|
2022
Q2 | $1.24M | Buy |
4,841
+47
| +1% | +$12.1K | 0.69% | 18 |
|
|
2022
Q1 | $1.48M | Buy |
4,794
+44
| +0.9% | +$13.6K | 0.76% | 16 |
|
|
2021
Q4 | $1.6M | Buy |
4,750
+12
| +0.3% | +$4.04K | 0.77% | 16 |
|
|
2021
Q3 | $1.34M | Buy |
4,738
+53
| +1% | +$14.9K | 0.7% | 16 |
|
|
2021
Q2 | $1.27M | Sell |
4,685
-96
| -2% | -$26K | 0.63% | 20 |
|
|
2021
Q1 | $1.13M | Buy |
4,781
+202
| +4% | +$47.6K | 0.59% | 19 |
|
|
2020
Q4 | $1.02M | Buy |
4,579
+141
| +3% | +$31.3K | 0.58% | 19 |
|
|
2020
Q3 | $933K | Sell |
4,438
-439
| -9% | -$92.3K | 0.6% | 19 |
|
|
2020
Q2 | $993K | Sell |
4,877
-57
| -1% | -$11.6K | 0.68% | 19 |
|
|
2020
Q1 | $778K | Sell |
4,934
-242
| -5% | -$38.2K | 0.62% | 20 |
|
|
2019
Q4 | $816K | Sell |
5,176
-349
| -6% | -$55K | 0.65% | 17 |
|
|
2019
Q3 | $768K | Buy |
5,525
+782
| +16% | +$109K | 0.69% | 18 |
|
|
2019
Q2 | $635K | Buy |
4,743
+3,000
| +172% | +$402K | 0.5% | 22 |
|
|
2019
Q1 | $223K | Buy |
+1,743
| New | +$223K | 0.18% | 46 |
|