GWANC
Guardian Wealth Advisors (North Carolina)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Buy |
41,056
+1,733
| +4% | +$862K | 1.44% | 15 |
|
|
2025
Q1 | $14.8M | Buy |
39,323
+1,053
| +3% | +$395K | 1.18% | 18 |
|
|
2024
Q4 | $16.1M | Buy |
38,270
+4,003
| +12% | +$1.69M | 1.27% | 17 |
|
|
2024
Q3 | $14.7M | Sell |
34,267
-231
| -0.7% | -$99.4K | 1.56% | 13 |
|
|
2024
Q2 | $15.4M | Sell |
34,498
-25
| -0.1% | -$11.2K | 1.8% | 13 |
|
|
2024
Q1 | $14.5M | Sell |
34,523
-282
| -0.8% | -$119K | 1.78% | 12 |
|
|
2023
Q4 | $13.1M | Sell |
34,805
-515
| -1% | -$194K | 1.99% | 11 |
|
|
2023
Q3 | $11.2M | Sell |
35,320
-1,616
| -4% | -$510K | 1.9% | 12 |
|
|
2023
Q2 | $12.6M | Buy |
36,936
+2,426
| +7% | +$826K | 2.15% | 11 |
|
|
2023
Q1 | $9.95M | Buy |
34,510
+1,917
| +6% | +$553K | 1.75% | 12 |
|
|
2022
Q4 | $7.82M | Buy |
32,593
+1,282
| +4% | +$307K | 1.5% | 15 |
|
|
2022
Q3 | $7.29M | Buy |
31,311
+220
| +0.7% | +$51.2K | 1.36% | 14 |
|
|
2022
Q2 | $7.99M | Buy |
31,091
+8,502
| +38% | +$2.18M | 1.46% | 12 |
|
|
2022
Q1 | $6.96M | Sell |
22,589
-834
| -4% | -$257K | 3% | 7 |
|
|
2021
Q4 | $7.88M | Buy |
+23,423
| New | +$7.88M | 3.39% | 5 |
|