WH
Whitcomb & Hess’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Sell |
1,855
-48
| -3% | -$23.9K | 0.26% | 30 |
|
|
2025
Q1 | $714K | Buy |
1,903
+12
| +0.6% | +$4.5K | 0.22% | 31 |
|
|
2024
Q4 | $797K | Buy |
1,891
+11
| +0.6% | +$4.64K | 0.25% | 31 |
|
|
2024
Q3 | $809K | Sell |
1,880
-28
| -1% | -$12.1K | 0.24% | 30 |
|
|
2024
Q2 | $853K | Sell |
1,908
-331
| -15% | -$148K | 0.27% | 29 |
|
|
2024
Q1 | $942K | Sell |
2,239
-247
| -10% | -$104K | 0.3% | 27 |
|
|
2023
Q4 | $935K | Sell |
2,486
-74
| -3% | -$27.8K | 0.32% | 28 |
|
|
2023
Q3 | $808K | Sell |
2,560
-113
| -4% | -$35.7K | 0.3% | 27 |
|
|
2023
Q2 | $910K | Buy |
2,673
+3
| +0.1% | +$1.02K | 0.33% | 25 |
|
|
2023
Q1 | $770K | Buy |
2,670
+1,478
| +124% | +$426K | 0.29% | 26 |
|
|
2022
Q4 | $286K | Buy |
1,192
+200
| +20% | +$48K | 0.11% | 33 |
|
|
2022
Q3 | $231K | Sell |
992
-12
| -1% | -$2.79K | 0.1% | 31 |
|
|
2022
Q2 | $258K | Buy |
1,004
+316
| +46% | +$81.2K | 0.11% | 32 |
|
|
2022
Q1 | $212K | Buy |
688
+1
| +0.1% | +$308 | 0.08% | 31 |
|
|
2021
Q4 | $208K | Buy |
+687
| New | +$208K | 0.08% | 32 |
|