GWA
GGM Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.95M | Sell |
7,543
-50
| -0.7% | -$19.6K | 1.64% | 15 |
|
|
2024
Q4 | $3.2M | Sell |
7,593
-6,038
| -44% | -$2.54M | 1.67% | 16 |
|
|
2024
Q3 | $5.87M | Sell |
13,631
-3
| -0% | -$1.29K | 2.53% | 8 |
|
|
2024
Q2 | $6.09M | Sell |
13,634
-907
| -6% | -$405K | 2.79% | 7 |
|
|
2024
Q1 | $6.2M | Sell |
14,541
-4,433
| -23% | -$1.89M | 2.89% | 6 |
|
|
2023
Q4 | $7.66M | Buy |
18,974
+2,672
| +16% | +$1.08M | 3.17% | 8 |
|
|
2023
Q3 | $5.15M | Sell |
16,302
-53
| -0.3% | -$16.7K | 2.23% | 15 |
|
|
2023
Q2 | $5.44M | Buy |
16,355
+5
| +0% | +$1.66K | 2.2% | 14 |
|
|
2023
Q1 | $4.71M | Sell |
16,350
-104
| -0.6% | -$30K | 2.69% | 14 |
|
|
2022
Q4 | $3.7M | Sell |
16,454
-1,754
| -10% | -$395K | 1.91% | 15 |
|
|
2022
Q3 | $4.56M | Buy |
18,208
+1,526
| +9% | +$383K | 2.47% | 13 |
|
|
2022
Q2 | $4.23M | Sell |
16,682
-113
| -0.7% | -$28.7K | 2.36% | 14 |
|
|
2022
Q1 | $4.79M | Buy |
16,795
+8,879
| +112% | +$2.53M | 2.4% | 12 |
|
|
2021
Q4 | $2.49M | Sell |
7,916
-87
| -1% | -$27.4K | 1.98% | 10 |
|
|
2021
Q3 | $2.47M | Sell |
8,003
-51
| -0.6% | -$15.7K | 1.96% | 11 |
|
|
2021
Q2 | $2.26M | Sell |
8,054
-71
| -0.9% | -$19.9K | 1.92% | 12 |
|
|
2021
Q1 | $2.05M | Sell |
8,125
-26
| -0.3% | -$6.55K | 1.63% | 15 |
|
|
2020
Q4 | $1.76M | Buy |
+8,151
| New | +$1.76M | 1.74% | 13 |
|