GSWM
Golden State Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
26,573
+4,553
| +21% | +$2.26M | 1.61% | 11 |
|
|
2025
Q1 | $8.27M | Buy |
22,020
+214
| +1% | +$80.3K | 1.23% | 17 |
|
|
2024
Q4 | $9.19M | Buy |
+21,806
| New | +$9.19M | 1.38% | 15 |
|
|
2022
Q1 | $6.45M | Sell |
20,916
-6,307
| -23% | -$1.94M | 1.26% | 17 |
|
|
2021
Q4 | $9.16M | Buy |
27,223
+5,458
| +25% | +$1.84M | 1.58% | 11 |
|
|
2021
Q3 | $6.14M | Sell |
21,765
-176
| -0.8% | -$49.6K | 1.33% | 19 |
|
|
2021
Q2 | $5.94M | Buy |
21,941
+5,331
| +32% | +$1.44M | 1.31% | 19 |
|
|
2021
Q1 | $3.92M | Sell |
16,610
-7,390
| -31% | -$1.74M | 1.29% | 17 |
|
|
2020
Q4 | $5.34M | Buy |
24,000
+5,770
| +32% | +$1.28M | 1.55% | 14 |
|
|
2020
Q3 | $3.83M | Sell |
18,230
-5,861
| -24% | -$1.23M | 1.28% | 16 |
|
|
2020
Q2 | $4.9M | Buy |
24,091
+10,474
| +77% | +$2.13M | 1.57% | 12 |
|
|
2020
Q1 | $2.15M | Buy |
13,617
+11,859
| +675% | +$1.87M | 0.95% | 21 |
|
|
2019
Q4 | $277K | Sell |
1,758
-9,070
| -84% | -$1.43M | 0.05% | 46 |
|
|
2019
Q3 | $1.51M | Buy |
10,828
+1,039
| +11% | +$144K | 0.5% | 39 |
|
|
2019
Q2 | $1.31M | Buy |
9,789
+514
| +6% | +$68.8K | 0.42% | 52 |
|
|
2019
Q1 | $1.09M | Buy |
+9,275
| New | +$1.09M | 0.37% | 55 |
|