GWA
Gratus Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.68M | Buy |
15,447
+16
| +0.1% | +$7.96K | 1.16% | 18 |
|
|
2025
Q1 | $5.79M | Sell |
15,431
-680
| -4% | -$255K | 0.95% | 21 |
|
|
2024
Q4 | $6.79M | Sell |
16,111
-615
| -4% | -$259K | 1.09% | 21 |
|
|
2024
Q3 | $6.85M | Buy |
16,726
+2,260
| +16% | +$926K | 1.12% | 19 |
|
|
2024
Q2 | $6.32M | Sell |
14,466
-451
| -3% | -$197K | 1.09% | 21 |
|
|
2024
Q1 | $6.03M | Buy |
14,917
+282
| +2% | +$114K | 1.11% | 18 |
|
|
2023
Q4 | $5.5M | Buy |
+14,635
| New | +$5.5M | 1.09% | 20 |
|