GWM
Guardian Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Buy |
1,245
+13
| +1% | +$6.47K | 0.41% | 49 |
|
|
2025
Q1 | $463K | Buy |
1,232
+1
| +0.1% | +$376 | 0.31% | 53 |
|
|
2024
Q4 | $519K | Hold |
1,231
| – | – | 0.35% | 52 |
|
|
2024
Q3 | $530K | Hold |
1,231
| – | – | 0.37% | 52 |
|
|
2024
Q2 | $550K | Buy |
1,231
+1
| +0.1% | +$447 | 0.42% | 49 |
|
|
2024
Q1 | $518K | Sell |
1,230
-3
| -0.2% | -$1.26K | 0.4% | 49 |
|
|
2023
Q4 | $464K | Buy |
1,233
+1
| +0.1% | +$376 | 0.39% | 51 |
|
|
2023
Q3 | $389K | Buy |
1,232
+4
| +0.3% | +$1.26K | 0.36% | 56 |
|
|
2023
Q2 | $418K | Buy |
1,228
+1
| +0.1% | +$341 | 0.38% | 57 |
|
|
2023
Q1 | $354K | Buy |
1,227
+1
| +0.1% | +$288 | 0.34% | 60 |
|
|
2022
Q4 | $294K | Sell |
1,226
-59
| -5% | -$14.2K | 0.29% | 65 |
|
|
2022
Q3 | $299K | Buy |
1,285
+1
| +0.1% | +$233 | 0.34% | 58 |
|
|
2022
Q2 | $330K | Buy |
1,284
+1
| +0.1% | +$257 | 0.36% | 60 |
|
|
2022
Q1 | $395K | Buy |
1,283
+2
| +0.2% | +$616 | 0.39% | 59 |
|
|
2021
Q4 | $431K | Buy |
+1,281
| New | +$431K | 0.41% | 58 |
|