SPWM
Straight Path Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
729
+26
| +4% | +$12.9K | 0.12% | 78 |
|
|
2025
Q1 | $264K | Buy |
703
+16
| +2% | +$6.01K | 0.11% | 81 |
|
|
2024
Q4 | $290K | Sell |
687
-13
| -2% | -$5.48K | 0.11% | 76 |
|
|
2024
Q3 | $301K | Buy |
700
+124
| +22% | +$53.4K | 0.13% | 74 |
|
|
2024
Q2 | $258K | Hold |
576
| – | – | 0.13% | 75 |
|
|
2024
Q1 | $242K | Buy |
+576
| New | +$242K | 0.14% | 75 |
|
|
2023
Q4 | – | Sell |
-746
| Closed | -$236K | – | 94 |
|
|
2023
Q3 | $236K | Buy |
746
+137
| +22% | +$43.3K | 0.16% | 67 |
|
|
2023
Q2 | $207K | Buy |
+609
| New | +$207K | 0.14% | 72 |
|