UWM
Udine Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
40,111
+170
| +0.4% | +$84.6K | 10.53% | 3 |
|
|
2025
Q1 | $15M | Buy |
39,941
+1,926
| +5% | +$723K | 10.03% | 2 |
|
|
2024
Q4 | $16M | Buy |
38,015
+1,354
| +4% | +$571K | 10.29% | 3 |
|
|
2024
Q3 | $15.8M | Buy |
36,661
+690
| +2% | +$297K | 11.13% | 3 |
|
|
2024
Q2 | $16.1M | Sell |
35,971
-80
| -0.2% | -$35.8K | 11.2% | 3 |
|
|
2024
Q1 | $15.2M | Sell |
36,051
-4,327
| -11% | -$1.82M | 10.46% | 2 |
|
|
2023
Q4 | $15.2M | Sell |
40,378
-265
| -0.7% | -$99.7K | 12.09% | 3 |
|
|
2023
Q3 | $12.8M | Buy |
40,643
+2,469
| +6% | +$780K | 12.41% | 3 |
|
|
2023
Q2 | $13M | Sell |
38,174
-192
| -0.5% | -$65.4K | 12.35% | 3 |
|
|
2023
Q1 | $11.1M | Buy |
38,366
+2,173
| +6% | +$626K | 17.07% | 2 |
|
|
2022
Q4 | $8.68M | Buy |
36,193
+16
| +0% | +$3.84K | 10.68% | 4 |
|
|
2022
Q3 | $8.43M | Buy |
36,177
+2,577
| +8% | +$600K | 13.31% | 3 |
|
|
2022
Q2 | $8.63M | Buy |
33,600
+1,380
| +4% | +$354K | 15.63% | 3 |
|
|
2022
Q1 | $9.93M | Buy |
32,220
+7,010
| +28% | +$2.16M | 10.83% | 3 |
|
|
2021
Q4 | $8.48M | Buy |
+25,210
| New | +$8.48M | 8.75% | 4 |
|