GWSG
GPS Wealth Strategies Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
35,760
-3,085
| -8% | -$1.53M | 2.05% | 10 |
|
|
2025
Q1 | $14.6M | Sell |
38,845
-16,481
| -30% | -$6.19M | 1.97% | 10 |
|
|
2024
Q4 | $23.3M | Sell |
55,326
-3,623
| -6% | -$1.53M | 2.99% | 7 |
|
|
2024
Q3 | $25.4M | Sell |
58,949
-1,819
| -3% | -$782K | 3.38% | 7 |
|
|
2024
Q2 | $27.2M | Buy |
60,768
+1,006
| +2% | +$450K | 4.08% | 7 |
|
|
2024
Q1 | $25.1M | Buy |
59,762
+4,883
| +9% | +$2.05M | 4.07% | 6 |
|
|
2023
Q4 | $20.6M | Buy |
54,879
+1,709
| +3% | +$643K | 3.77% | 7 |
|
|
2023
Q3 | $16.8M | Buy |
53,170
+1,859
| +4% | +$587K | 3.22% | 7 |
|
|
2023
Q2 | $17.5M | Buy |
51,311
+553
| +1% | +$188K | 3.25% | 6 |
|
|
2023
Q1 | $14.6M | Sell |
50,758
-3,913
| -7% | -$1.13M | 3.03% | 6 |
|
|
2022
Q4 | $13.1M | Sell |
54,671
-990
| -2% | -$237K | 3.94% | 6 |
|
|
2022
Q3 | $13M | Buy |
55,661
+346
| +0.6% | +$80.6K | 3.27% | 5 |
|
|
2022
Q2 | $14.2M | Sell |
55,315
-811
| -1% | -$208K | 3.65% | 5 |
|
|
2022
Q1 | $17.3M | Buy |
56,126
+1,491
| +3% | +$460K | 3.91% | 6 |
|
|
2021
Q4 | $18.4M | Buy |
54,635
+650
| +1% | +$219K | 4.05% | 5 |
|
|
2021
Q3 | $15.2M | Buy |
53,985
+1,605
| +3% | +$452K | 3.77% | 6 |
|
|
2021
Q2 | $14.2M | Buy |
52,380
+1,017
| +2% | +$276K | 3.6% | 6 |
|
|
2021
Q1 | $12.1M | Buy |
51,363
+252
| +0.5% | +$59.4K | 3.57% | 6 |
|
|
2020
Q4 | $11.4M | Sell |
51,111
-104
| -0.2% | -$23.1K | 3.99% | 6 |
|
|
2020
Q3 | $10.8M | Buy |
+51,215
| New | +$10.8M | 4.34% | 6 |
|