Wallace Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
7,348
+103
| +1% | +$38.7K | 2% | 7 |
|
|
2025
Q1 | $3.05M | Buy |
7,245
+244
| +3% | +$103K | 2.11% | 6 |
|
|
2024
Q4 | $3.01M | Sell |
7,001
-440
| -6% | -$189K | 2.08% | 7 |
|
|
2024
Q3 | $3.33M | Sell |
7,441
-133
| -2% | -$59.4K | 2.43% | 5 |
|
|
2024
Q2 | $3.39M | Buy |
7,574
+492
| +7% | +$220K | 2.44% | 5 |
|
|
2024
Q1 | $2.66M | Buy |
7,082
+1,514
| +27% | +$569K | 2% | 7 |
|
|
2023
Q4 | $1.76M | Sell |
5,568
-293
| -5% | -$92.5K | 1.38% | 16 |
|
|
2023
Q3 | $2M | Sell |
5,861
-264
| -4% | -$89.9K | 1.43% | 14 |
|
|
2023
Q2 | $1.77M | Hold |
6,125
| – | – | 1.34% | 13 |
|
|
2023
Q1 | $1.77M | Buy |
6,125
+175
| +3% | +$50.5K | 1.34% | 13 |
|
|
2022
Q4 | $1.43M | Buy |
+5,950
| New | +$1.43M | 1.13% | 16 |
|