WWM
Western Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9M | Buy |
80,211
+846
| +1% | +$421K | 2.37% | 7 |
|
|
2025
Q1 | $29.8M | Sell |
79,365
-1,459
| -2% | -$548K | 1.97% | 6 |
|
|
2024
Q4 | $34.1M | Sell |
80,824
-14,089
| -15% | -$5.94M | 2.22% | 7 |
|
|
2024
Q3 | $40.8M | Buy |
94,913
+18,835
| +25% | +$8.1M | 2.33% | 4 |
|
|
2024
Q2 | $34M | Buy |
76,078
+2,956
| +4% | +$1.32M | 2.52% | 4 |
|
|
2024
Q1 | $30.8M | Sell |
73,122
-19,036
| -21% | -$8.01M | 2.39% | 4 |
|
|
2023
Q4 | $34.7M | Buy |
92,158
+2,563
| +3% | +$964K | 2.5% | 4 |
|
|
2023
Q3 | $28.3M | Buy |
89,595
+2,797
| +3% | +$883K | 2.39% | 4 |
|
|
2023
Q2 | $29.6M | Buy |
86,798
+1,031
| +1% | +$351K | 2.52% | 4 |
|
|
2023
Q1 | $24.7M | Buy |
85,767
+4,157
| +5% | +$1.2M | 2.3% | 3 |
|
|
2022
Q4 | $19.6M | Sell |
81,610
-65,687
| -45% | -$15.8M | 2% | 3 |
|
|
2022
Q3 | $34.3M | Buy |
147,297
+6,576
| +5% | +$1.53M | 1.97% | 4 |
|
|
2022
Q2 | $36.3M | Sell |
140,721
-170
| -0.1% | -$43.9K | 2.08% | 5 |
|
|
2022
Q1 | $43.4M | Buy |
140,891
+79,142
| +128% | +$24.4M | 2.11% | 4 |
|
|
2021
Q4 | $20.8M | Buy |
+61,749
| New | +$20.8M | 2.05% | 7 |
|
|
2021
Q2 | $17.9M | Buy |
66,106
+12,486
| +23% | +$3.39M | 1.84% | 7 |
|
|
2021
Q1 | $12.6M | Buy |
53,620
+2,357
| +5% | +$556K | 1.7% | 7 |
|
|
2020
Q4 | $11.4M | Sell |
51,263
-2,682
| -5% | -$597K | 1.67% | 7 |
|
|
2020
Q3 | $11.4M | Sell |
53,945
-1,378
| -2% | -$290K | 1.85% | 7 |
|
|
2020
Q2 | $11.3M | Buy |
55,323
+3,716
| +7% | +$756K | 2.04% | 5 |
|
|
2020
Q1 | $8.03M | Buy |
51,607
+254
| +0.5% | +$39.5K | 1.84% | 9 |
|
|
2019
Q4 | $8.01M | Buy |
51,353
+7,606
| +17% | +$1.19M | 1.21% | 23 |
|
|
2019
Q3 | $6.08M | Sell |
43,747
-13,815
| -24% | -$1.92M | 1.27% | 15 |
|
|
2019
Q2 | $7.45M | Buy |
57,562
+16,104
| +39% | +$2.08M | 0.98% | 26 |
|
|
2019
Q1 | $4.9M | Buy |
41,458
+1,222
| +3% | +$144K | 1.09% | 17 |
|
|
2018
Q4 | $4.09M | Buy |
+40,236
| New | +$4.09M | 1.1% | 18 |
|