GWM
GoalFusion Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Sell |
1,634
-52
| -3% | -$25.9K | 0.42% | 15 |
|
|
2025
Q1 | $633K | Sell |
1,686
-462
| -22% | -$173K | 0.35% | 13 |
|
|
2024
Q4 | $905K | Sell |
2,148
-55
| -2% | -$23.2K | 0.49% | 14 |
|
|
2024
Q3 | $948K | Buy |
2,203
+90
| +4% | +$38.7K | 0.53% | 14 |
|
|
2024
Q2 | $944K | Buy |
2,113
+513
| +32% | +$229K | 0.59% | 14 |
|
|
2024
Q1 | $673K | Buy |
1,600
+11
| +0.7% | +$4.63K | 0.43% | 15 |
|
|
2023
Q4 | $597K | Hold |
1,589
| – | – | 0.41% | 15 |
|
|
2023
Q3 | $502K | Hold |
1,589
| – | – | 0.37% | 15 |
|
|
2023
Q2 | $541K | Sell |
1,589
-27
| -2% | -$9.19K | 0.4% | 15 |
|
|
2023
Q1 | $466K | Buy |
1,616
+27
| +2% | +$7.78K | 0.37% | 16 |
|
|
2022
Q4 | $394K | Hold |
1,589
| – | – | 0.32% | 12 |
|
|
2022
Q3 | $370K | Buy |
1,589
+91
| +6% | +$21.2K | 0.35% | 12 |
|
|
2022
Q2 | $385K | Hold |
1,498
| – | – | 0.36% | 12 |
|
|
2022
Q1 | $462K | Buy |
+1,498
| New | +$462K | 0.4% | 11 |
|