NWAG
Net Worth Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
10,416
+4,443
| +74% | +$2.21M | 1.15% | 16 |
|
|
2025
Q1 | $2.24M | Buy |
5,973
+193
| +3% | +$72.5K | 0.71% | 21 |
|
|
2024
Q4 | $2.44M | Sell |
5,780
-367
| -6% | -$155K | 0.74% | 24 |
|
|
2024
Q3 | $2.65M | Buy |
+6,147
| New | +$2.65M | 0.78% | 18 |
|