WWM
Wagner Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Buy |
9,638
+814
| +9% | +$405K | 1.09% | 24 |
|
|
2025
Q1 | $3.31M | Sell |
8,824
-106
| -1% | -$39.8K | 0.83% | 23 |
|
|
2024
Q4 | $3.76M | Buy |
8,930
+343
| +4% | +$145K | 0.97% | 23 |
|
|
2024
Q3 | $3.7M | Sell |
8,587
-1,361
| -14% | -$586K | 1% | 23 |
|
|
2024
Q2 | $4.45M | Buy |
9,948
+674
| +7% | +$301K | 1.33% | 21 |
|
|
2024
Q1 | $3.9M | Buy |
9,274
+96
| +1% | +$40.4K | 1.19% | 23 |
|
|
2023
Q4 | $3.45M | Buy |
9,178
+291
| +3% | +$109K | 1.16% | 20 |
|
|
2023
Q3 | $2.81M | Buy |
8,887
+138
| +2% | +$43.6K | 1.03% | 24 |
|
|
2023
Q2 | $2.98M | Sell |
8,749
-3
| -0% | -$1.02K | 1.14% | 20 |
|
|
2023
Q1 | $2.52M | Sell |
8,752
-93
| -1% | -$26.8K | 1.15% | 21 |
|
|
2022
Q4 | $2.12M | Buy |
8,845
+961
| +12% | +$230K | 1.31% | 20 |
|
|
2022
Q3 | $1.84M | Buy |
7,884
+321
| +4% | +$74.8K | 1.36% | 19 |
|
|
2022
Q2 | $1.94M | Buy |
7,563
+54
| +0.7% | +$13.9K | 1.55% | 16 |
|
|
2022
Q1 | $2.32M | Buy |
7,509
+48
| +0.6% | +$14.8K | 1.62% | 13 |
|
|
2021
Q4 | $2.51M | Buy |
7,461
+1,005
| +16% | +$338K | 1.92% | 11 |
|
|
2021
Q3 | $2.14M | Sell |
6,456
-139
| -2% | -$46.1K | 1.71% | 12 |
|
|
2021
Q2 | $1.79M | Buy |
6,595
+616
| +10% | +$167K | 1.28% | 17 |
|
|
2021
Q1 | $1.41M | Buy |
5,979
+100
| +2% | +$23.6K | 1.11% | 20 |
|
|
2020
Q4 | $1.31M | Buy |
+5,879
| New | +$1.31M | 1.24% | 19 |
|
|
2018
Q3 | $2.55M | Buy |
22,288
+1,246
| +6% | +$143K | 1.7% | 13 |
|
|
2018
Q2 | $2.08M | Sell |
21,042
-797
| -4% | -$78.6K | 1.5% | 19 |
|
|
2018
Q1 | $1.99M | Buy |
21,839
+3,417
| +19% | +$312K | 1.52% | 20 |
|
|
2017
Q4 | $1.62M | Buy |
+18,422
| New | +$1.62M | 1.21% | 24 |
|