WCFA
Walkner Condon Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.52M | Buy |
19,138
+410
| +2% | +$204K | 1.75% | 14 |
|
|
2025
Q1 | $7.03M | Buy |
18,728
+302
| +2% | +$113K | 1.42% | 15 |
|
|
2024
Q4 | $7.77M | Sell |
18,426
-175
| -0.9% | -$73.8K | 1.58% | 13 |
|
|
2024
Q3 | $8M | Buy |
18,601
+866
| +5% | +$373K | 1.63% | 12 |
|
|
2024
Q2 | $7.92M | Sell |
17,735
-181
| -1% | -$80.9K | 1.71% | 12 |
|
|
2024
Q1 | $7.54M | Buy |
17,916
+990
| +6% | +$417K | 1.6% | 12 |
|
|
2023
Q4 | $6.36M | Buy |
16,926
+1,744
| +11% | +$656K | 1.45% | 17 |
|
|
2023
Q3 | $4.79M | Buy |
15,182
+144
| +1% | +$45.5K | 1.27% | 22 |
|
|
2023
Q2 | $5.12M | Buy |
15,038
+573
| +4% | +$195K | 1.36% | 20 |
|
|
2023
Q1 | $4.17M | Buy |
14,465
+250
| +2% | +$72.1K | 1.17% | 24 |
|
|
2022
Q4 | $3.41M | Buy |
14,215
+302
| +2% | +$72.4K | 1.02% | 27 |
|
|
2022
Q3 | $3.24M | Sell |
13,913
-91
| -0.6% | -$21.2K | 1.04% | 26 |
|
|
2022
Q2 | $3.6M | Buy |
14,004
+1,015
| +8% | +$261K | 1.13% | 23 |
|
|
2022
Q1 | $4.01M | Buy |
12,989
+1,456
| +13% | +$449K | 1.14% | 24 |
|
|
2021
Q4 | $3.88M | Sell |
11,533
-893
| -7% | -$300K | 2.52% | 9 |
|
|
2021
Q3 | $3.5M | Buy |
12,426
+208
| +2% | +$58.6K | 1.72% | 18 |
|
|
2021
Q2 | $3.31M | Sell |
12,218
-8
| -0.1% | -$2.17K | 1.21% | 23 |
|
|
2021
Q1 | $2.88M | Buy |
12,226
+305
| +3% | +$71.9K | 1.12% | 24 |
|
|
2020
Q4 | $2.65M | Buy |
11,921
+4
| +0% | +$890 | 1.14% | 23 |
|
|
2020
Q3 | $2.51M | Buy |
+11,917
| New | +$2.51M | 1.34% | 17 |
|