GWMIA
Global Wealth Management Investment Advisory’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
28,250
-706
| -2% | -$351K | 2.64% | 9 |
|
|
2025
Q1 | $10.9M | Buy |
28,956
+2,330
| +9% | +$875K | 2.17% | 12 |
|
|
2024
Q4 | $11.2M | Buy |
26,626
+1,562
| +6% | +$658K | 2.31% | 9 |
|
|
2024
Q3 | $10.8M | Buy |
25,064
+846
| +3% | +$364K | 2.33% | 9 |
|
|
2024
Q2 | $10.8M | Buy |
24,218
+1,263
| +6% | +$565K | 2.52% | 9 |
|
|
2024
Q1 | $9.66M | Buy |
22,955
+683
| +3% | +$287K | 2.37% | 10 |
|
|
2023
Q4 | $8.38M | Sell |
22,272
-486
| -2% | -$183K | 2.15% | 11 |
|
|
2023
Q3 | $7.19M | Sell |
22,758
-1,610
| -7% | -$508K | 2.01% | 11 |
|
|
2023
Q2 | $8.3M | Sell |
24,368
-295
| -1% | -$100K | 2.28% | 9 |
|
|
2023
Q1 | $7.11M | Buy |
24,663
+642
| +3% | +$185K | 2.14% | 11 |
|
|
2022
Q4 | $5.76M | Buy |
24,021
+1,514
| +7% | +$363K | 1.87% | 11 |
|
|
2022
Q3 | $5.24M | Buy |
22,507
+563
| +3% | +$131K | 1.87% | 12 |
|
|
2022
Q2 | $5.64M | Buy |
21,944
+3,269
| +18% | +$840K | 1.9% | 13 |
|
|
2022
Q1 | $5.76M | Buy |
18,675
+229
| +1% | +$70.6K | 1.71% | 16 |
|
|
2021
Q4 | $6.2M | Buy |
18,446
+602
| +3% | +$202K | 1.87% | 14 |
|
|
2021
Q3 | $5.03M | Sell |
17,844
-604
| -3% | -$170K | 1.59% | 17 |
|
|
2021
Q2 | $5M | Buy |
18,448
+456
| +3% | +$124K | 1.66% | 14 |
|
|
2021
Q1 | $4.24M | Sell |
17,992
-208
| -1% | -$49K | 1.53% | 18 |
|
|
2020
Q4 | $4.05M | Buy |
18,200
+815
| +5% | +$181K | 1.57% | 16 |
|
|
2020
Q3 | $3.66M | Sell |
17,385
-2,875
| -14% | -$605K | 1.58% | 15 |
|
|
2020
Q2 | $4.12M | Buy |
20,260
+138
| +0.7% | +$28.1K | 1.76% | 13 |
|
|
2020
Q1 | $3.17M | Buy |
20,122
+617
| +3% | +$97.3K | 1.6% | 16 |
|
|
2019
Q4 | $3.08M | Sell |
19,505
-540
| -3% | -$85.2K | 1.3% | 24 |
|
|
2019
Q3 | $2.79M | Buy |
20,045
+424
| +2% | +$59K | 1.27% | 25 |
|
|
2019
Q2 | $2.63M | Buy |
19,621
+566
| +3% | +$75.8K | 1.27% | 27 |
|
|
2019
Q1 | $2.25M | Buy |
19,055
+1,966
| +12% | +$232K | 1.17% | 30 |
|
|
2018
Q4 | $1.74M | Buy |
+17,089
| New | +$1.74M | 1.01% | 34 |
|