GWM
GSB Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.68M | Sell |
17,456
-64
| -0.4% | -$31.8K | 2.13% | 7 |
|
|
2025
Q1 | $6.58M | Sell |
17,520
-45
| -0.3% | -$16.9K | 1.73% | 8 |
|
|
2024
Q4 | $7.4M | Buy |
17,565
+86
| +0.5% | +$36.3K | 1.91% | 7 |
|
|
2024
Q3 | $7.52M | Buy |
17,479
+783
| +5% | +$337K | 1.92% | 6 |
|
|
2024
Q2 | $7.46M | Buy |
16,696
+73
| +0.4% | +$32.6K | 2.04% | 6 |
|
|
2024
Q1 | $6.99M | Buy |
16,623
+475
| +3% | +$200K | 1.97% | 6 |
|
|
2023
Q4 | $6.07M | Buy |
16,148
+46
| +0.3% | +$17.3K | 1.87% | 6 |
|
|
2023
Q3 | $5.08M | Buy |
16,102
+315
| +2% | +$99.5K | 1.7% | 8 |
|
|
2023
Q2 | $5.38M | Buy |
15,787
+1,991
| +14% | +$678K | 1.75% | 8 |
|
|
2023
Q1 | $3.98M | Sell |
13,796
-423
| -3% | -$122K | 1.3% | 15 |
|
|
2022
Q4 | $3.41M | Buy |
14,219
+66
| +0.5% | +$15.8K | 1.22% | 20 |
|
|
2022
Q3 | $3.3M | Sell |
14,153
-348
| -2% | -$81K | 1.2% | 19 |
|
|
2022
Q2 | $3.72M | Sell |
14,501
-533
| -4% | -$137K | 1.27% | 15 |
|
|
2022
Q1 | $4.64M | Sell |
15,034
-671
| -4% | -$207K | 1.35% | 14 |
|
|
2021
Q4 | $5.28M | Buy |
15,705
+9,058
| +136% | +$3.05M | 1.52% | 10 |
|
|
2021
Q3 | $1.87M | Sell |
6,647
-9,883
| -60% | -$2.79M | 0.96% | 30 |
|
|
2021
Q2 | $4.48M | Buy |
16,530
+196
| +1% | +$53.1K | 1.4% | 8 |
|
|
2021
Q1 | $3.85M | Buy |
16,334
+13,652
| +509% | +$3.22M | 1.28% | 10 |
|
|
2020
Q4 | $597K | Buy |
2,682
+8
| +0.3% | +$1.78K | 2.68% | 8 |
|
|
2020
Q3 | $563K | Buy |
2,674
+6
| +0.2% | +$1.26K | 2.57% | 6 |
|
|
2020
Q2 | $543K | Buy |
2,668
+7
| +0.3% | +$1.43K | 3.03% | 6 |
|
|
2020
Q1 | $420K | Buy |
2,661
+1,271
| +91% | +$201K | 3.07% | 7 |
|
|
2019
Q4 | $219K | Buy |
+1,390
| New | +$219K | 0.9% | 47 |
|
|
2017
Q1 | – | Sell |
-3,600
| Closed | -$224K | – | 63 |
|
|
2016
Q4 | $224K | Buy |
+3,600
| New | +$224K | 0.88% | 60 |
|