RWM
RKL Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Sell |
58,144
-2,453
| -4% | -$1.22M | 2.54% | 7 |
|
|
2025
Q1 | $22.7M | Buy |
60,597
+671
| +1% | +$252K | 2.14% | 9 |
|
|
2024
Q4 | $25.3M | Buy |
59,926
+2,302
| +4% | +$970K | 2.25% | 9 |
|
|
2024
Q3 | $24.8M | Buy |
57,624
+699
| +1% | +$301K | 2.24% | 9 |
|
|
2024
Q2 | $25.4M | Sell |
56,925
-683
| -1% | -$305K | 2.45% | 8 |
|
|
2024
Q1 | $24.2M | Sell |
57,608
-582
| -1% | -$245K | 2.4% | 8 |
|
|
2023
Q4 | $21.9M | Sell |
58,190
-1,424
| -2% | -$535K | 2.37% | 8 |
|
|
2023
Q3 | $18.8M | Sell |
59,614
-1,637
| -3% | -$517K | 2.3% | 9 |
|
|
2023
Q2 | $20.9M | Sell |
61,251
-504
| -0.8% | -$172K | 2.47% | 10 |
|
|
2023
Q1 | $17.8M | Sell |
61,755
-86
| -0.1% | -$24.8K | 2.25% | 11 |
|
|
2022
Q4 | $14.8M | Buy |
61,841
+331
| +0.5% | +$79.4K | 1.98% | 12 |
|
|
2022
Q3 | $14.3M | Buy |
61,510
+619
| +1% | +$144K | 2.06% | 13 |
|
|
2022
Q2 | $15.6M | Buy |
60,891
+553
| +0.9% | +$142K | 2.15% | 12 |
|
|
2022
Q1 | $18.6M | Buy |
60,338
+412
| +0.7% | +$127K | 2.23% | 12 |
|
|
2021
Q4 | $20.2M | Sell |
59,926
-1,072
| -2% | -$361K | 2.39% | 11 |
|
|
2021
Q3 | $17.2M | Sell |
60,998
-548
| -0.9% | -$154K | 2.18% | 12 |
|
|
2021
Q2 | $16.7M | Sell |
61,546
-1,259
| -2% | -$341K | 2.1% | 12 |
|
|
2021
Q1 | $14.8M | Sell |
62,805
-2,876
| -4% | -$678K | 1.98% | 14 |
|
|
2020
Q4 | $14.6M | Sell |
65,681
-2,779
| -4% | -$618K | 2.04% | 13 |
|
|
2020
Q3 | $14.4M | Buy |
68,460
+220
| +0.3% | +$46.3K | 2.29% | 11 |
|
|
2020
Q2 | $13.9M | Sell |
68,240
-118
| -0.2% | -$24K | 2.38% | 11 |
|
|
2020
Q1 | $10.8M | Sell |
68,358
-1,573
| -2% | -$248K | 2.26% | 11 |
|
|
2019
Q4 | $11M | Sell |
69,931
-834
| -1% | -$132K | 1.98% | 13 |
|
|
2019
Q3 | $9.83M | Sell |
70,765
-2,390
| -3% | -$332K | 1.87% | 14 |
|
|
2019
Q2 | $9.8M | Sell |
73,155
-1,290
| -2% | -$173K | 1.81% | 14 |
|
|
2019
Q1 | $8.78M | Sell |
74,445
-1,353
| -2% | -$160K | 1.72% | 14 |
|
|
2018
Q4 | $7.7M | Sell |
75,798
-1,932
| -2% | -$196K | 1.78% | 14 |
|
|
2018
Q3 | $8.88M | Sell |
77,730
-1,305
| -2% | -$149K | 1.89% | 13 |
|
|
2018
Q2 | $7.8M | Sell |
79,035
-2,759
| -3% | -$272K | 1.76% | 14 |
|
|
2018
Q1 | $7.44M | Sell |
81,794
-3,767
| -4% | -$343K | 1.76% | 15 |
|
|
2017
Q4 | $7.33M | Sell |
85,561
-7,943
| -8% | -$680K | 1.81% | 13 |
|
|
2017
Q3 | $6.96M | Sell |
93,504
-6,811
| -7% | -$507K | 1.96% | 10 |
|
|
2017
Q2 | $6.92M | Sell |
100,315
-933
| -0.9% | -$64.4K | 2.2% | 7 |
|
|
2017
Q1 | $6.67M | Sell |
101,248
-7,120
| -7% | -$469K | 2.68% | 6 |
|
|
2016
Q4 | $6.73M | Sell |
108,368
-934
| -0.9% | -$58K | 3.25% | 5 |
|
|
2016
Q3 | $6.3M | Sell |
109,302
-464
| -0.4% | -$26.7K | 3.17% | 10 |
|
|
2016
Q2 | $5.7M | Buy |
109,766
+3,425
| +3% | +$178K | 2.96% | 17 |
|
|
2016
Q1 | $5.87M | Buy |
106,341
+101,558
| +2,123% | +$5.61M | 3.37% | 12 |
|
|
2015
Q4 | $265 | Buy |
+4,783
| New | +$265 | 0.12% | 49 |
|