RWP
Ridgecrest Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.46M | Sell |
17,018
-69
| -0.4% | -$34.3K | 4.47% | 5 |
|
|
2025
Q1 | $6.41M | Buy |
17,087
+545
| +3% | +$205K | 3.36% | 6 |
|
|
2024
Q4 | $6.97M | Buy |
16,542
+258
| +2% | +$109K | 3.78% | 6 |
|
|
2024
Q3 | $7.01M | Buy |
16,284
+676
| +4% | +$291K | 3.65% | 6 |
|
|
2024
Q2 | $6.98M | Buy |
15,608
+426
| +3% | +$190K | 4.2% | 4 |
|
|
2024
Q1 | $6.39M | Sell |
15,182
-197
| -1% | -$82.9K | 3.8% | 5 |
|
|
2023
Q4 | $5.78M | Sell |
15,379
-34
| -0.2% | -$12.8K | 3.82% | 7 |
|
|
2023
Q3 | $4.87M | Buy |
15,413
+89
| +0.6% | +$28.1K | 3.41% | 9 |
|
|
2023
Q2 | $5.22M | Buy |
15,324
+264
| +2% | +$89.9K | 3.45% | 9 |
|
|
2023
Q1 | $4.34M | Sell |
15,060
-213
| -1% | -$61.4K | 3.09% | 9 |
|
|
2022
Q4 | $3.66M | Buy |
15,273
+61
| +0.4% | +$14.6K | 2.78% | 10 |
|
|
2022
Q3 | $3.54M | Sell |
15,212
-31
| -0.2% | -$7.22K | 2.89% | 9 |
|
|
2022
Q2 | $3.92M | Buy |
15,243
+82
| +0.5% | +$21.1K | 2.85% | 10 |
|
|
2022
Q1 | $4.67M | Buy |
15,161
+101
| +0.7% | +$31.1K | 2.97% | 9 |
|
|
2021
Q4 | $5.07M | Buy |
15,060
+1,600
| +12% | +$538K | 2.47% | 11 |
|
|
2021
Q3 | $3.8M | Buy |
13,460
+1,420
| +12% | +$400K | 2.07% | 15 |
|
|
2021
Q2 | $3.26M | Buy |
12,040
+3,250
| +37% | +$881K | 2.04% | 15 |
|
|
2021
Q1 | $2.07M | Buy |
+8,790
| New | +$2.07M | 1.98% | 15 |
|