GWM
GDS Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
55,379
+4,478
| +9% | +$2.23M | 2.01% | 10 |
|
|
2025
Q1 | $19.1M | Buy |
50,901
+4,862
| +11% | +$1.83M | 1.63% | 19 |
|
|
2024
Q4 | $19.4M | Buy |
46,039
+2,358
| +5% | +$994K | 1.77% | 17 |
|
|
2024
Q3 | $18.8M | Buy |
43,681
+2,142
| +5% | +$922K | 1.83% | 15 |
|
|
2024
Q2 | $18.6M | Buy |
41,539
+6,087
| +17% | +$2.72M | 2.04% | 14 |
|
|
2024
Q1 | $14.9M | Buy |
35,452
+2,222
| +7% | +$935K | 1.75% | 16 |
|
|
2023
Q4 | $12.5M | Buy |
33,230
+3,226
| +11% | +$1.21M | 1.69% | 21 |
|
|
2023
Q3 | $9.47M | Buy |
30,004
+2,027
| +7% | +$640K | 1.49% | 21 |
|
|
2023
Q2 | $9.53M | Buy |
27,977
+543
| +2% | +$185K | 1.55% | 19 |
|
|
2023
Q1 | $7.91M | Sell |
27,434
-7,219
| -21% | -$2.08M | 1.4% | 22 |
|
|
2022
Q4 | $8.31M | Sell |
34,653
-2,445
| -7% | -$586K | 1.59% | 21 |
|
|
2022
Q3 | $8.64M | Buy |
37,098
+6,933
| +23% | +$1.61M | 1.92% | 19 |
|
|
2022
Q2 | $7.75M | Buy |
30,165
+12,761
| +73% | +$3.28M | 1.74% | 22 |
|
|
2022
Q1 | $4.88M | Buy |
17,404
+970
| +6% | +$272K | 1.08% | 26 |
|
|
2021
Q4 | $5.53M | Buy |
+16,434
| New | +$5.53M | 1.24% | 22 |
|