RLWM
RF&L Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Hold |
10,350
| – | – | 3.32% | 10 |
|
|
2025
Q1 | $3.89M | Hold |
10,350
| – | – | 2.78% | 14 |
|
|
2024
Q4 | $4.36M | Hold |
10,350
| – | – | 3.08% | 10 |
|
|
2024
Q3 | $4.45M | Buy |
10,350
+15
| +0.1% | +$6.46K | 3.15% | 10 |
|
|
2024
Q2 | $4.62M | Hold |
10,335
| – | – | 3.51% | 9 |
|
|
2024
Q1 | $4.35M | Hold |
10,335
| – | – | 3.35% | 9 |
|
|
2023
Q4 | $3.89M | Hold |
10,335
| – | – | 3.23% | 10 |
|
|
2023
Q3 | $3.26M | Sell |
10,335
-46
| -0.4% | -$14.5K | 3.03% | 11 |
|
|
2023
Q2 | $3.54M | Hold |
10,381
| – | – | 3.23% | 9 |
|
|
2023
Q1 | $2.99M | Hold |
10,381
| – | – | 2.9% | 13 |
|
|
2022
Q4 | $2.49M | Buy |
+10,381
| New | +$2.49M | 2.56% | 13 |
|