GWP
Gateway Wealth Partners’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.09M | Buy |
16,262
+911
| +6% | +$453K | 1.53% | 6 |
|
2025
Q1 | $5.76M | Buy |
15,351
+615
| +4% | +$231K | 1.29% | 12 |
|
2024
Q4 | $6.21M | Buy |
14,736
+868
| +6% | +$366K | 1.61% | 9 |
|
2024
Q3 | $5.97M | Buy |
13,868
+321
| +2% | +$138K | 1.64% | 9 |
|
2024
Q2 | $6.05M | Buy |
13,547
+3,782
| +39% | +$1.69M | 1.83% | 8 |
|
2024
Q1 | $4.11M | Buy |
9,765
+1,516
| +18% | +$638K | 1.47% | 15 |
|
2023
Q4 | $3.1M | Sell |
8,249
-5,387
| -40% | -$2.03M | 1.25% | 19 |
|
2023
Q3 | $4.31M | Buy |
13,636
+973
| +8% | +$307K | 0.78% | 27 |
|
2023
Q2 | $4.31M | Buy |
12,663
+2,058
| +19% | +$701K | 0.77% | 25 |
|
2023
Q1 | $3.06M | Buy |
10,605
+431
| +4% | +$124K | 0.47% | 39 |
|
2022
Q4 | $2.44M | Buy |
+10,174
| New | +$2.44M | 0.42% | 42 |
|