RWM
Revisor Wealth Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.8M | Buy |
19,538
+980
| +5% | +$491K | 3.53% | 5 |
|
2025
Q1 | $6.97M | Buy |
18,558
+15,761
| +563% | +$5.92M | 3.1% | 6 |
|
2024
Q4 | $1.18M | Sell |
2,797
-1,555
| -36% | -$654K | 1.08% | 21 |
|
2024
Q3 | $1.87M | Buy |
4,352
+552
| +15% | +$238K | 1.17% | 17 |
|
2024
Q2 | $1.7M | Sell |
3,800
-2,663
| -41% | -$1.19M | 1.18% | 15 |
|
2024
Q1 | $2.57M | Buy |
6,463
+2,413
| +60% | +$960K | 1.16% | 18 |
|
2023
Q4 | $1.52M | Sell |
4,050
-1,081
| -21% | -$407K | 1.75% | 11 |
|
2023
Q3 | $1.62M | Buy |
5,131
+880
| +21% | +$278K | 1.38% | 16 |
|
2023
Q2 | $1.45M | Sell |
4,251
-490
| -10% | -$167K | 1.3% | 18 |
|
2023
Q1 | $1.37M | Buy |
+4,741
| New | +$1.37M | 1.25% | 18 |
|