UW
Unique Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.05M | Buy |
16,187
+599
| +4% | +$298K | 1.3% | 18 |
|
|
2025
Q1 | $5.85M | Buy |
15,588
+2,697
| +21% | +$1.01M | 1.11% | 21 |
|
|
2024
Q4 | $5.43M | Buy |
12,891
+1,026
| +9% | +$432K | 1.13% | 18 |
|
|
2024
Q3 | $5.11M | Buy |
11,865
+1,271
| +12% | +$547K | 1.17% | 17 |
|
|
2024
Q2 | $4.74M | Buy |
10,594
+1,489
| +16% | +$666K | 1.24% | 19 |
|
|
2024
Q1 | $3.83M | Buy |
9,105
+1,655
| +22% | +$696K | 1.08% | 18 |
|
|
2023
Q4 | $2.8M | Buy |
7,450
+1,329
| +22% | +$500K | 0.91% | 19 |
|
|
2023
Q3 | $1.93M | Buy |
6,121
+1,790
| +41% | +$565K | 0.81% | 21 |
|
|
2023
Q2 | $1.47M | Buy |
4,331
+428
| +11% | +$146K | 0.64% | 20 |
|
|
2023
Q1 | $1.13M | Buy |
3,903
+375
| +11% | +$108K | 0.55% | 19 |
|
|
2022
Q4 | $846K | Buy |
+3,528
| New | +$846K | 0.45% | 22 |
|