WFS
Walker Financial Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
7,754
+84
| +1% | +$41.8K | 1.75% | 11 |
|
|
2025
Q1 | $2.88M | Sell |
7,670
-586
| -7% | -$220K | 1.51% | 10 |
|
|
2024
Q4 | $3.48M | Sell |
8,256
-91
| -1% | -$38.4K | 2.02% | 9 |
|
|
2024
Q3 | $3.59M | Buy |
8,347
+78
| +0.9% | +$33.6K | 2.43% | 9 |
|
|
2024
Q2 | $3.7M | Sell |
8,269
-146
| -2% | -$65.3K | 2.89% | 8 |
|
|
2024
Q1 | $3.54M | Sell |
8,415
-308
| -4% | -$130K | 2.91% | 7 |
|
|
2023
Q4 | $3.28M | Sell |
8,723
-753
| -8% | -$283K | 3.39% | 6 |
|
|
2023
Q3 | $2.99M | Buy |
9,476
+42
| +0.4% | +$13.3K | 2.91% | 8 |
|
|
2023
Q2 | $3.21M | Buy |
9,434
+187
| +2% | +$63.7K | 3.17% | 7 |
|
|
2023
Q1 | $2.67M | Hold |
9,247
| – | – | 2.75% | 8 |
|
|
2022
Q4 | $2.67M | Sell |
9,247
-401
| -4% | -$116K | 2.75% | 8 |
|
|
2022
Q3 | $2.25M | Sell |
9,648
-1,277
| -12% | -$297K | 2.1% | 9 |
|
|
2022
Q2 | $2.81M | Buy |
10,925
+45
| +0.4% | +$11.6K | 2.73% | 8 |
|
|
2022
Q1 | $3.35M | Buy |
+10,880
| New | +$3.35M | 3.08% | 5 |
|