GWA
Geometric Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
4,727
+1,033
| +28% | +$514K | 0.35% | 13 |
|
|
2025
Q1 | $1.39M | Buy |
3,694
+103
| +3% | +$38.7K | 0.24% | 14 |
|
|
2024
Q4 | $1.51M | Buy |
3,591
+52
| +1% | +$21.9K | 0.28% | 15 |
|
|
2024
Q3 | $1.52M | Sell |
3,539
-39
| -1% | -$16.8K | 0.28% | 14 |
|
|
2024
Q2 | $1.6M | Buy |
3,578
+1,362
| +61% | +$609K | 0.33% | 12 |
|
|
2024
Q1 | $932K | Hold |
2,216
| – | – | 0.22% | 13 |
|
|
2023
Q4 | $833K | Buy |
2,216
+178
| +9% | +$66.9K | 0.22% | 13 |
|
|
2023
Q3 | $643K | Buy |
2,038
+10
| +0.5% | +$3.16K | 0.2% | 16 |
|
|
2023
Q2 | $700K | Buy |
2,028
+216
| +12% | +$74.6K | 0.22% | 14 |
|
|
2023
Q1 | $552K | Hold |
1,812
| – | – | 0.19% | 14 |
|
|
2022
Q4 | $435K | Sell |
1,812
-10
| -0.5% | -$2.4K | 0.18% | 15 |
|
|
2022
Q3 | $424K | Buy |
1,822
+10
| +0.6% | +$2.33K | 0.2% | 11 |
|
|
2022
Q2 | $465K | Buy |
1,812
+346
| +24% | +$88.8K | 0.23% | 16 |
|
|
2022
Q1 | $452K | Buy |
1,466
+53
| +4% | +$16.3K | 1.35% | 15 |
|
|
2021
Q4 | $475K | Buy |
+1,413
| New | +$475K | 0.23% | 13 |
|