GG
GenWealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Hold |
1,180
| – | – | 0.12% | 45 |
|
|
2025
Q1 | $443K | Sell |
1,180
-204
| -15% | -$76.6K | 0.1% | 49 |
|
|
2024
Q4 | $583K | Buy |
1,384
+36
| +3% | +$15.2K | 0.13% | 45 |
|
|
2024
Q3 | $580K | Buy |
1,348
+54
| +4% | +$23.2K | 0.13% | 47 |
|
|
2024
Q2 | $578K | Hold |
1,294
| – | – | 0.14% | 46 |
|
|
2024
Q1 | $544K | Buy |
1,294
+233
| +22% | +$98K | 0.14% | 47 |
|
|
2023
Q4 | $399K | Buy |
1,061
+354
| +50% | +$133K | 0.11% | 54 |
|
|
2023
Q3 | $223K | Hold |
707
| – | – | 0.07% | 62 |
|
|
2023
Q2 | $241K | Hold |
707
| – | – | 0.07% | 63 |
|
|
2023
Q1 | $204K | Buy |
+707
| New | +$204K | 0.06% | 67 |
|
|
2022
Q2 | – | Sell |
-707
| Closed | -$218K | – | 66 |
|
|
2022
Q1 | $218K | Hold |
707
| – | – | 0.06% | 67 |
|
|
2021
Q4 | $237K | Sell |
707
-100
| -12% | -$33.5K | 0.06% | 60 |
|
|
2021
Q3 | $228K | Hold |
807
| – | – | 0.07% | 59 |
|
|
2021
Q2 | $218K | Buy |
+807
| New | +$218K | 0.06% | 59 |
|
|
2020
Q2 | – | Sell |
-1,952
| Closed | -$307K | – | 71 |
|
|
2020
Q1 | $307K | Buy |
+1,952
| New | +$307K | 0.13% | 43 |
|