TWG
The Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
2,286
-18
| -0.8% | -$8.95K | 0.29% | 34 |
|
|
2025
Q1 | $865K | Sell |
2,304
-70
| -3% | -$26.3K | 0.25% | 33 |
|
|
2024
Q4 | $1M | Buy |
2,374
+28
| +1% | +$11.8K | 0.29% | 27 |
|
|
2024
Q3 | $1.01M | Sell |
2,346
-133
| -5% | -$57.2K | 0.29% | 30 |
|
|
2024
Q2 | $1.11M | Buy |
2,479
+4
| +0.2% | +$1.79K | 0.33% | 28 |
|
|
2024
Q1 | $1.03M | Sell |
2,475
-239
| -9% | -$99.1K | 0.32% | 28 |
|
|
2023
Q4 | $1.1M | Buy |
+2,714
| New | +$1.1M | 0.36% | 28 |
|