YWM
Yoder Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
3,806
+455
| +14% | +$226K | 0.99% | 34 |
|
|
2025
Q1 | $1.26M | Sell |
3,351
-27
| -0.8% | -$10.1K | 0.71% | 40 |
|
|
2024
Q4 | $1.42M | Buy |
3,378
+517
| +18% | +$218K | 0.79% | 39 |
|
|
2024
Q3 | $1.23M | Buy |
2,861
+302
| +12% | +$130K | 0.74% | 36 |
|
|
2024
Q2 | $1.14M | Buy |
2,559
+23
| +0.9% | +$10.3K | 0.74% | 37 |
|
|
2024
Q1 | $1.07M | Sell |
2,536
-146
| -5% | -$61.4K | 0.7% | 39 |
|
|
2023
Q4 | $1.01M | Buy |
2,682
+73
| +3% | +$27.5K | 0.71% | 35 |
|
|
2023
Q3 | $824K | Sell |
2,609
-727
| -22% | -$230K | 0.68% | 36 |
|
|
2023
Q2 | $1.14M | Buy |
3,336
+89
| +3% | +$30.3K | 0.89% | 30 |
|
|
2023
Q1 | $936K | Buy |
+3,247
| New | +$936K | 0.78% | 32 |
|