GWAM
Guardian Wealth Advisors (Minnesota)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Sell |
1,147
-25
| -2% | -$12.4K | 0.34% | 33 |
|
|
2025
Q1 | $440K | Sell |
1,172
-23
| -2% | -$8.64K | 0.28% | 43 |
|
|
2024
Q4 | $504K | Sell |
1,195
-67
| -5% | -$28.2K | 0.32% | 44 |
|
|
2024
Q3 | $543K | Sell |
1,262
-25
| -2% | -$10.8K | 0.34% | 41 |
|
|
2024
Q2 | $575K | Buy |
1,287
+16
| +1% | +$7.15K | 0.37% | 41 |
|
|
2024
Q1 | $535K | Buy |
1,271
+159
| +14% | +$66.9K | 0.35% | 45 |
|
|
2023
Q4 | $418K | Sell |
1,112
-68
| -6% | -$25.6K | 0.29% | 46 |
|
|
2023
Q3 | $372K | Sell |
1,180
-23
| -2% | -$7.26K | 0.29% | 47 |
|
|
2023
Q2 | $410K | Sell |
1,203
-128
| -10% | -$43.6K | 0.3% | 45 |
|
|
2023
Q1 | $384K | Hold |
1,331
| – | – | 0.3% | 47 |
|
|
2022
Q4 | $319K | Sell |
1,331
-29
| -2% | -$6.95K | 0.28% | 50 |
|
|
2022
Q3 | $317K | Sell |
1,360
-45
| -3% | -$10.5K | 0.31% | 48 |
|
|
2022
Q2 | $361K | Buy |
1,405
+1
| +0.1% | +$257 | 0.33% | 50 |
|
|
2022
Q1 | $433K | Sell |
1,404
-5
| -0.4% | -$1.54K | 0.36% | 45 |
|
|
2021
Q4 | $474K | Buy |
1,409
+5
| +0.4% | +$1.68K | 0.38% | 42 |
|
|
2021
Q3 | $396K | Buy |
1,404
+16
| +1% | +$4.51K | 0.35% | 46 |
|
|
2021
Q2 | $376K | Sell |
1,388
-15
| -1% | -$4.06K | 0.33% | 49 |
|
|
2021
Q1 | $331K | Sell |
1,403
-15
| -1% | -$3.54K | 0.31% | 52 |
|
|
2020
Q4 | $315K | Buy |
+1,418
| New | +$315K | 0.31% | 51 |
|