GPWA
Great Point Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.64M | Sell |
12,365
-91
| -0.7% | -$34.2K | 1% | 20 |
|
|
2024
Q4 | $5.25M | Sell |
12,456
-160
| -1% | -$67.4K | 1.15% | 19 |
|
|
2024
Q3 | $5.43M | Buy |
12,616
+115
| +0.9% | +$49.5K | 1.16% | 20 |
|
|
2024
Q2 | $5.59M | Sell |
12,501
-75
| -0.6% | -$33.5K | 1.28% | 18 |
|
|
2024
Q1 | $5.29M | Sell |
12,576
-554
| -4% | -$233K | 1.23% | 19 |
|
|
2023
Q4 | $4.94M | Sell |
13,130
-350
| -3% | -$132K | 1.28% | 24 |
|
|
2023
Q3 | $4.26M | Buy |
13,480
+734
| +6% | +$232K | 1.28% | 24 |
|
|
2023
Q2 | $4.34M | Sell |
12,746
-103
| -0.8% | -$35.1K | 1.3% | 23 |
|
|
2023
Q1 | $3.7M | Sell |
12,849
-28
| -0.2% | -$8.07K | 1.17% | 27 |
|
|
2022
Q4 | $3.09M | Sell |
12,877
-392
| -3% | -$94K | 1.04% | 26 |
|
|
2022
Q3 | $3.09M | Sell |
13,269
-150
| -1% | -$34.9K | 1.15% | 25 |
|
|
2022
Q2 | $3.45M | Hold |
13,419
| – | – | 1.22% | 25 |
|
|
2022
Q1 | $4.14M | Buy |
13,419
+3,456
| +35% | +$1.07M | 1.29% | 18 |
|
|
2021
Q4 | $3.35M | Sell |
9,963
-145
| -1% | -$48.8K | 1.03% | 19 |
|
|
2021
Q3 | $2.85M | Sell |
10,108
-203
| -2% | -$57.2K | 0.98% | 20 |
|
|
2021
Q2 | $2.79M | Sell |
10,311
-291
| -3% | -$78.8K | 0.97% | 20 |
|
|
2021
Q1 | $2.5M | Buy |
10,602
+388
| +4% | +$91.5K | 0.96% | 17 |
|
|
2020
Q4 | $2.27M | Buy |
10,214
+848
| +9% | +$189K | 0.97% | 20 |
|
|
2020
Q3 | $1.91M | Hold |
9,366
| – | – | 0.98% | 16 |
|
|
2020
Q2 | $1.91M | Buy |
9,366
+247
| +3% | +$50.3K | 0.98% | 16 |
|
|
2020
Q1 | $1.44M | Buy |
9,119
+5,869
| +181% | +$925K | 1.2% | 16 |
|
|
2019
Q4 | $512K | Buy |
+3,250
| New | +$512K | 0.32% | 29 |
|