WAM
Walker Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Buy |
12,067
+32
| +0.3% | +$15.9K | 3.46% | 4 |
|
|
2025
Q1 | $4.52M | Sell |
12,035
-159
| -1% | -$59.7K | 2.75% | 5 |
|
|
2024
Q4 | $5.14M | Buy |
12,194
+183
| +2% | +$77.1K | 3.16% | 5 |
|
|
2024
Q3 | $5.17M | Sell |
12,011
-1
| -0% | -$430 | 3.21% | 5 |
|
|
2024
Q2 | $5.37M | Sell |
12,012
-192
| -2% | -$85.8K | 3.61% | 4 |
|
|
2024
Q1 | $5.13M | Buy |
12,204
+21
| +0.2% | +$8.84K | 3.39% | 4 |
|
|
2023
Q4 | $4.58M | Buy |
12,183
+1,173
| +11% | +$441K | 3.31% | 4 |
|
|
2023
Q3 | $3.48M | Buy |
11,010
+115
| +1% | +$36.3K | 3.09% | 5 |
|
|
2023
Q2 | $3.71M | Buy |
10,895
+79
| +0.7% | +$26.9K | 3.06% | 5 |
|
|
2023
Q1 | $3.12M | Buy |
10,816
+1,681
| +18% | +$485K | 2.7% | 5 |
|
|
2022
Q4 | $2.19M | Buy |
9,135
+551
| +6% | +$132K | 1.9% | 8 |
|
|
2022
Q3 | $2M | Buy |
8,584
+162
| +2% | +$37.7K | 1.8% | 8 |
|
|
2022
Q2 | $2.16M | Buy |
8,422
+201
| +2% | +$51.6K | 1.95% | 8 |
|
|
2022
Q1 | $2.54M | Buy |
8,221
+79
| +1% | +$24.4K | 2.03% | 7 |
|
|
2021
Q4 | $2.74M | Buy |
+8,142
| New | +$2.74M | 2.4% | 7 |
|