RWM
Ruedi Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Hold |
1,914
| – | – | 0.28% | 30 |
|
|
2025
Q1 | $718K | Buy |
1,914
+1
| +0.1% | +$375 | 0.22% | 31 |
|
|
2024
Q4 | $806K | Buy |
1,913
+20
| +1% | +$8.43K | 0.25% | 25 |
|
|
2024
Q3 | $815K | Sell |
1,893
-98
| -5% | -$42.2K | 0.28% | 27 |
|
|
2024
Q2 | $890K | Buy |
1,991
+84
| +4% | +$37.5K | 0.35% | 22 |
|
|
2024
Q1 | $802K | Buy |
1,907
+56
| +3% | +$23.6K | 0.34% | 28 |
|
|
2023
Q4 | $696K | Buy |
1,851
+60
| +3% | +$22.6K | 0.33% | 28 |
|
|
2023
Q3 | $566K | Buy |
1,791
+60
| +3% | +$19K | 0.32% | 25 |
|
|
2023
Q2 | $590K | Hold |
1,731
| – | – | 0.35% | 23 |
|
|
2023
Q1 | $499K | Sell |
1,731
-78
| -4% | -$22.5K | 0.32% | 25 |
|
|
2022
Q4 | $434K | Buy |
+1,809
| New | +$434K | 0.31% | 26 |
|