WF
Wayfinding Financial’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26M | Sell |
48,462
-1,079
| -2% | -$578K | 11.61% | 1 |
|
2025
Q1 | $18.6M | Buy |
49,541
+84
| +0.2% | +$31.5K | 8.15% | 1 |
|
2024
Q4 | $20.8M | Sell |
49,457
-28
| -0.1% | -$11.8K | 11.14% | 1 |
|
2024
Q3 | $21.3M | Sell |
49,485
-685
| -1% | -$295K | 15.84% | 1 |
|
2024
Q2 | $22.4M | Sell |
50,170
-324
| -0.6% | -$145K | 12.62% | 1 |
|
2024
Q1 | $20.7M | Sell |
50,494
-973
| -2% | -$399K | 12.13% | 1 |
|
2023
Q4 | $19.4M | Buy |
51,467
+800
| +2% | +$301K | 13.17% | 1 |
|
2023
Q3 | $16.3M | Sell |
50,667
-850
| -2% | -$274K | 12.33% | 1 |
|
2023
Q2 | $17.4M | Sell |
51,517
-2,250
| -4% | -$761K | 12.11% | 1 |
|
2023
Q1 | $15.5M | Sell |
53,767
-1,007
| -2% | -$290K | 11.79% | 1 |
|
2022
Q4 | $16.4M | Buy |
54,774
+107
| +0.2% | +$32.1K | 13.17% | 1 |
|
2022
Q3 | $12.7M | Buy |
54,667
+370
| +0.7% | +$86.2K | 11.88% | 1 |
|
2022
Q2 | $13.9M | Sell |
54,297
-846
| -2% | -$217K | 12.25% | 1 |
|
2022
Q1 | $15.1M | Buy |
55,143
+369
| +0.7% | +$101K | 12.67% | 1 |
|
2021
Q4 | $16.4M | Buy |
+54,774
| New | +$16.4M | 13.17% | 1 |
|