WWP
Waypoint Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
1,441
+908
| +170% | +$452K | 0.17% | 36 |
|
|
2025
Q1 | $200K | Sell |
533
-1,127
| -68% | -$423K | 0.06% | 68 |
|
|
2024
Q4 | $700K | Sell |
1,660
-395
| -19% | -$166K | 0.19% | 34 |
|
|
2024
Q3 | $884K | Sell |
2,055
-366
| -15% | -$157K | 0.23% | 31 |
|
|
2024
Q2 | $1.08M | Buy |
2,421
+170
| +8% | +$76K | 0.32% | 26 |
|
|
2024
Q1 | $947K | Sell |
2,251
-462
| -17% | -$194K | 0.27% | 26 |
|
|
2023
Q4 | $1.02M | Buy |
2,713
+277
| +11% | +$104K | 0.32% | 24 |
|
|
2023
Q3 | $769K | Hold |
2,436
| – | – | 0.27% | 25 |
|
|
2023
Q2 | $830K | Sell |
2,436
-2,068
| -46% | -$704K | 0.28% | 24 |
|
|
2023
Q1 | $1.3M | Sell |
4,504
-1,425
| -24% | -$411K | 0.46% | 20 |
|
|
2022
Q4 | $1.42M | Buy |
+5,929
| New | +$1.42M | 0.56% | 18 |
|
|
2022
Q1 | – | Sell |
-1,934
| Closed | -$650K | – | 52 |
|
|
2021
Q4 | $650K | Buy |
+1,934
| New | +$650K | 0.22% | 28 |
|