Wade Financial Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.31M | Buy |
3,484
+29
| +0.8% | +$10.9K | 0.45% | 33 |
|
|
2024
Q4 | $1.46M | Hold |
3,455
| – | – | 0.49% | 31 |
|
|
2024
Q3 | $1.49M | Hold |
3,455
| – | – | 0.5% | 31 |
|
|
2024
Q2 | $1.54M | Hold |
3,455
| – | – | 0.56% | 30 |
|
|
2024
Q1 | $1.45M | Hold |
3,455
| – | – | 0.53% | 30 |
|
|
2023
Q4 | $1.3M | Sell |
3,455
-140
| -4% | -$52.6K | 0.49% | 33 |
|
|
2023
Q3 | $1.14M | Buy |
3,595
+120
| +3% | +$37.9K | 0.49% | 32 |
|
|
2023
Q2 | $1.18M | Hold |
3,475
| – | – | 0.47% | 32 |
|
|
2023
Q1 | $1M | Hold |
3,475
| – | – | 0.42% | 34 |
|
|
2022
Q4 | $833K | Hold |
3,475
| – | – | 0.38% | 39 |
|
|
2022
Q3 | $809K | Buy |
3,475
+725
| +26% | +$169K | 0.41% | 37 |
|
|
2022
Q2 | $706K | Buy |
2,750
+20
| +0.7% | +$5.14K | 0.33% | 43 |
|
|
2022
Q1 | $842K | Buy |
2,730
+1,804
| +195% | +$556K | 0.36% | 39 |
|
|
2021
Q4 | $312K | Hold |
926
| – | – | 0.16% | 61 |
|
|
2021
Q3 | $261K | Buy |
926
+103
| +13% | +$29K | 0.15% | 67 |
|
|
2021
Q2 | $223K | Buy |
+823
| New | +$223K | 0.12% | 70 |
|