GWM
Gupta Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $4.49M | Buy |
81,269
+3,800
| +5% | +$210K | 1.05% | 19 |
|
|
2015
Q4 | $4.3M | Buy |
77,469
+3,839
| +5% | +$213K | 1.09% | 18 |
|
|
2015
Q3 | $3.26M | Buy |
73,630
+4,253
| +6% | +$188K | 0.79% | 28 |
|
|
2015
Q2 | $3.06M | Buy |
69,377
+10,735
| +18% | +$474K | 0.75% | 33 |
|
|
2015
Q1 | $2.38M | Buy |
+58,642
| New | +$2.38M | 0.7% | 40 |
|