WPWM
Windward Private Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-492
| Closed | -$207K | – | 45 |
|
|
2024
Q4 | $207K | Sell |
492
-500
| -50% | -$211K | 0.08% | 45 |
|
|
2024
Q3 | $427K | Buy |
992
+440
| +80% | +$189K | 0.16% | 35 |
|
|
2024
Q2 | $247K | Hold |
552
| – | – | 0.1% | 45 |
|
|
2024
Q1 | $232K | Hold |
552
| – | – | 0.09% | 46 |
|
|
2023
Q4 | $208K | Buy |
+552
| New | +$208K | 0.09% | 47 |
|