WAL
W Advisors LLC’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.62M | Sell |
15,327
-448
| -3% | -$223K | 4.37% | 4 |
|
|
2025
Q1 | $5.92M | Buy |
15,775
+131
| +0.8% | +$49.2K | 3.71% | 7 |
|
|
2024
Q4 | $6.59M | Buy |
15,644
+111
| +0.7% | +$46.8K | 4.08% | 7 |
|
|
2024
Q3 | $6.68M | Buy |
15,533
+342
| +2% | +$147K | 4.12% | 7 |
|
|
2024
Q2 | $6.79M | Buy |
15,191
+16
| +0.1% | +$7.15K | 4.45% | 5 |
|
|
2024
Q1 | $6.38M | Buy |
15,175
+51
| +0.3% | +$21.5K | 4.38% | 6 |
|
|
2023
Q4 | $5.69M | Buy |
15,124
+65
| +0.4% | +$24.4K | 4.21% | 7 |
|
|
2023
Q3 | $4.76M | Buy |
15,059
+327
| +2% | +$103K | 3.91% | 7 |
|
|
2023
Q2 | $5.02M | Sell |
14,732
-17
| -0.1% | -$5.79K | 3.93% | 6 |
|
|
2023
Q1 | $4.25M | Buy |
14,749
+79
| +0.5% | +$22.8K | 3.51% | 7 |
|
|
2022
Q4 | $3.52M | Buy |
14,670
+12
| +0.1% | +$2.88K | 2.93% | 9 |
|
|
2022
Q3 | $3.41M | Hold |
14,658
| – | – | 3.18% | 7 |
|
|
2022
Q2 | $3.76M | Buy |
14,658
+18
| +0.1% | +$4.62K | 3.26% | 6 |
|
|
2022
Q1 | $4.51M | Buy |
14,640
+153
| +1% | +$47.2K | 3.41% | 6 |
|
|
2021
Q4 | $4.87M | Buy |
+14,487
| New | +$4.87M | 3.63% | 6 |
|