WWM
Wiser Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
3,560
+370
| +12% | +$184K | 0.44% | 19 |
|
|
2025
Q1 | $1.2M | Buy |
3,190
+104
| +3% | +$39K | 0.34% | 24 |
|
|
2024
Q4 | $1.3M | Buy |
3,086
+532
| +21% | +$224K | 0.37% | 22 |
|
|
2024
Q3 | $1.1M | Buy |
2,554
+258
| +11% | +$111K | 0.32% | 22 |
|
|
2024
Q2 | $1.03M | Buy |
2,296
+596
| +35% | +$266K | 0.32% | 21 |
|
|
2024
Q1 | $715K | Buy |
1,700
+399
| +31% | +$168K | 0.23% | 19 |
|
|
2023
Q4 | $479K | Buy |
+1,301
| New | +$479K | 0.17% | 26 |
|
|
2023
Q3 | – | Sell |
-603
| Closed | -$205K | – | 37 |
|
|
2023
Q2 | $205K | Buy |
+603
| New | +$205K | 0.08% | 35 |
|