GWA
Genesis Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Hold |
1,387
| – | – | 0.52% | 24 |
|
|
2025
Q1 | $521K | Hold |
1,387
| – | – | 0.42% | 31 |
|
|
2024
Q4 | $585K | Buy |
+1,387
| New | +$585K | 0.51% | 31 |
|
|
2015
Q2 | $104K | Buy |
2,345
+229
| +11% | +$10.1K | 0.08% | 114 |
|
|
2015
Q1 | $86.2K | Hold |
2,116
| – | – | 0.07% | 140 |
|
|
2014
Q4 | $93.1K | Buy |
+2,116
| New | +$93.1K | 0.07% | 146 |
|