GWSA
Global Wealth Strategies & Associates’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
2,806
-404
| -13% | -$201K | 0.4% | 22 |
|
|
2025
Q1 | $1.21M | Buy |
3,210
+67
| +2% | +$25.2K | 0.37% | 22 |
|
|
2024
Q4 | $1.32M | Buy |
3,143
+146
| +5% | +$61.5K | 0.41% | 21 |
|
|
2024
Q3 | $1.29M | Buy |
2,997
+25
| +0.8% | +$10.8K | 0.42% | 19 |
|
|
2024
Q2 | $1.33M | Sell |
2,972
-251
| -8% | -$112K | 0.48% | 20 |
|
|
2024
Q1 | $1.36M | Buy |
3,223
+111
| +4% | +$46.7K | 0.51% | 20 |
|
|
2023
Q4 | $1.17M | Sell |
3,112
-34
| -1% | -$12.8K | 0.49% | 20 |
|
|
2023
Q3 | $993K | Buy |
3,146
+2
| +0.1% | +$632 | 0.46% | 26 |
|
|
2023
Q2 | $1.07M | Hold |
3,144
| – | – | 0.5% | 25 |
|
|
2023
Q1 | $906K | Sell |
3,144
-984
| -24% | -$284K | 0.47% | 24 |
|
|
2022
Q4 | $990K | Buy |
+4,128
| New | +$990K | 0.57% | 26 |
|