GWWM
Great Waters Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
5,283
+248
| +5% | +$123K | 0.34% | 19 |
|
|
2025
Q1 | $1.89M | Sell |
5,035
-318
| -6% | -$119K | 0.26% | 23 |
|
|
2024
Q4 | $2.26M | Buy |
5,353
+225
| +4% | +$94.8K | 0.29% | 23 |
|
|
2024
Q3 | $2.21M | Buy |
5,128
+8
| +0.2% | +$3.44K | 0.3% | 24 |
|
|
2024
Q2 | $2.29M | Buy |
5,120
+362
| +8% | +$162K | 0.35% | 24 |
|
|
2024
Q1 | $2M | Buy |
4,758
+277
| +6% | +$117K | 0.33% | 24 |
|
|
2023
Q4 | $1.66M | Buy |
4,481
+11
| +0.2% | +$4.08K | 0.29% | 29 |
|
|
2023
Q3 | $1.46M | Buy |
4,470
+72
| +2% | +$23.6K | 0.29% | 32 |
|
|
2023
Q2 | $1.5M | Sell |
4,398
-217
| -5% | -$73.9K | 0.3% | 33 |
|
|
2023
Q1 | $1.32M | Sell |
4,615
-164
| -3% | -$46.9K | 0.28% | 36 |
|
|
2022
Q4 | $1.15M | Buy |
+4,779
| New | +$1.15M | 0.25% | 39 |
|