GWM
Graybill Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.51M | Buy |
19,118
+874
| +5% | +$435K | 3.11% | 6 |
|
|
2025
Q1 | $6.85M | Buy |
+18,244
| New | +$6.85M | 2.35% | 14 |
|
|
2024
Q3 | $7.14M | Buy |
16,583
+349
| +2% | +$150K | 2.64% | 13 |
|
|
2024
Q2 | $7.26M | Buy |
16,234
+1,928
| +13% | +$862K | 2.94% | 8 |
|
|
2024
Q1 | $6.02M | Sell |
14,306
-62
| -0.4% | -$26.1K | 2.54% | 14 |
|
|
2023
Q4 | $5.4M | Sell |
14,368
-308
| -2% | -$116K | 2.39% | 16 |
|
|
2023
Q3 | $4.63M | Sell |
14,676
-180
| -1% | -$56.8K | 2.26% | 16 |
|
|
2023
Q2 | $5.06M | Sell |
14,856
-366
| -2% | -$125K | 2.4% | 15 |
|
|
2023
Q1 | $4.39M | Buy |
15,222
+1,652
| +12% | +$476K | 2.24% | 18 |
|
|
2022
Q4 | $3.25M | Sell |
13,570
-239
| -2% | -$57.3K | 1.76% | 30 |
|
|
2022
Q3 | $3.22M | Buy |
13,809
+63
| +0.5% | +$14.7K | 1.91% | 26 |
|
|
2022
Q2 | $3.53M | Buy |
13,746
+343
| +3% | +$88.1K | 1.95% | 24 |
|
|
2022
Q1 | $4.13M | Buy |
+13,403
| New | +$4.13M | 2.02% | 23 |
|
|
2021
Q3 | – | Sell |
-2,094
| Closed | -$567K | – | 52 |
|
|
2021
Q2 | $567K | Sell |
2,094
-55
| -3% | -$14.9K | 0.28% | 46 |
|
|
2021
Q1 | $507K | Buy |
2,149
+287
| +15% | +$67.7K | 0.27% | 45 |
|
|
2020
Q4 | $414K | Hold |
1,862
| – | – | 0.23% | 44 |
|
|
2020
Q3 | $392K | Buy |
1,862
+180
| +11% | +$37.9K | 0.26% | 46 |
|
|
2020
Q2 | $342K | Sell |
1,682
-10
| -0.6% | -$2.03K | 0.25% | 45 |
|
|
2020
Q1 | $267K | Sell |
1,692
-10
| -0.6% | -$1.58K | 0.24% | 43 |
|
|
2019
Q4 | $268K | Hold |
1,702
| – | – | 0.17% | 46 |
|
|
2019
Q3 | $237K | Sell |
1,702
-65
| -4% | -$9.05K | 0.16% | 51 |
|
|
2019
Q2 | $237K | Buy |
+1,767
| New | +$237K | 0.16% | 47 |
|