WA
WBH Advisory’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Sell |
42,216
-17,048
| -29% | -$8.48M | 1.79% | 12 |
|
|
2025
Q1 | $22.2M | Sell |
59,264
-5,909
| -9% | -$2.22M | 2.08% | 8 |
|
|
2024
Q4 | $27.5M | Buy |
65,173
+28,134
| +76% | +$11.9M | 2.55% | 6 |
|
|
2024
Q3 | $15.9M | Sell |
37,039
-401
| -1% | -$173K | 1.51% | 17 |
|
|
2024
Q2 | $16.7M | Sell |
37,440
-72
| -0.2% | -$32.2K | 1.69% | 14 |
|
|
2024
Q1 | $15.8M | Sell |
37,512
-591
| -2% | -$249K | 1.62% | 15 |
|
|
2023
Q4 | $14.3M | Sell |
38,103
-764
| -2% | -$287K | 1.59% | 15 |
|
|
2023
Q3 | $12.3M | Sell |
38,867
-5
| -0% | -$1.58K | 1.51% | 17 |
|
|
2023
Q2 | $13.2M | Sell |
38,872
-939
| -2% | -$320K | 1.57% | 15 |
|
|
2023
Q1 | $11.5M | Buy |
+39,811
| New | +$11.5M | 1.43% | 16 |
|
|
2022
Q3 | $9.5M | Sell |
40,770
-699
| -2% | -$163K | 1.37% | 21 |
|
|
2022
Q2 | $11M | Sell |
41,469
-1,001
| -2% | -$265K | 1.46% | 15 |
|
|
2022
Q1 | $12.3M | Sell |
42,470
-2,771
| -6% | -$803K | 1.51% | 12 |
|
|
2021
Q4 | $15.2M | Sell |
45,241
-1,331
| -3% | -$448K | 1.74% | 10 |
|
|
2021
Q3 | $13.1M | Sell |
46,572
-476
| -1% | -$134K | 1.77% | 11 |
|
|
2021
Q2 | $13.6M | Sell |
47,048
-13
| -0% | -$3.76K | 1.99% | 7 |
|
|
2021
Q1 | $11.1M | Buy |
47,061
+4,359
| +10% | +$1.03M | 1.8% | 9 |
|
|
2020
Q4 | $9.58M | Sell |
42,702
-1,643
| -4% | -$369K | 1.65% | 14 |
|
|
2020
Q3 | $9.33M | Sell |
44,345
-636
| -1% | -$134K | 1.88% | 9 |
|
|
2020
Q2 | $9.15M | Buy |
44,981
+1,251
| +3% | +$255K | 2.22% | 7 |
|
|
2020
Q1 | $6.9K | Sell |
43,730
-1,035
| -2% | -$163 | 1.62% | 10 |
|
|
2019
Q4 | $7.06M | Sell |
44,765
-445
| -1% | -$70.2K | 1.44% | 13 |
|
|
2019
Q3 | $6.29M | Buy |
45,210
+375
| +0.8% | +$52.1K | 1.41% | 13 |
|
|
2019
Q2 | $6.01M | Sell |
44,835
-183
| -0.4% | -$24.5K | 1.39% | 13 |
|
|
2019
Q1 | $5.31M | Sell |
45,018
-28
| -0.1% | -$3.3K | 1.26% | 16 |
|
|
2018
Q4 | $4.58K | Sell |
45,046
-896
| -2% | -$91 | 1.11% | 18 |
|
|
2018
Q3 | $5.25M | Sell |
45,942
-874
| -2% | -$100K | 1.27% | 16 |
|
|
2018
Q2 | $4.62M | Buy |
46,816
+515
| +1% | +$50.8K | 1.2% | 16 |
|
|
2018
Q1 | $4.23M | Buy |
46,301
+1,270
| +3% | +$116K | 1.15% | 17 |
|
|
2017
Q4 | $3.85M | Sell |
45,031
-1,973
| -4% | -$169K | 1.03% | 21 |
|
|
2017
Q3 | $3.5M | Buy |
47,004
+1,672
| +4% | +$125K | 0.98% | 21 |
|
|
2017
Q2 | $3.12M | Sell |
45,332
-1,612
| -3% | -$111K | 0.88% | 25 |
|
|
2017
Q1 | $3.09M | Buy |
46,944
+76
| +0.2% | +$5K | 0.93% | 25 |
|
|
2016
Q4 | $2.91M | Buy |
46,868
+971
| +2% | +$60.3K | 0.97% | 22 |
|
|
2016
Q3 | $2.64M | Buy |
45,897
+11,617
| +34% | +$669K | 0.9% | 23 |
|
|
2016
Q2 | $1.75M | Sell |
34,280
-1,236
| -3% | -$63.2K | 0.68% | 36 |
|
|
2016
Q1 | $1.96M | Sell |
35,516
-608
| -2% | -$33.6K | 0.66% | 31 |
|
|
2015
Q4 | $2K | Sell |
36,124
-777
| -2% | -$43 | 0.7% | 31 |
|
|
2015
Q3 | $1.63M | Sell |
36,901
-678
| -2% | -$30K | 0.68% | 41 |
|
|
2015
Q2 | $1.66M | Sell |
37,579
-166
| -0.4% | -$7.33K | 0.65% | 41 |
|
|
2015
Q1 | $1.53K | Buy |
37,745
+548
| +1% | +$22 | 0.43% | 47 |
|
|
2014
Q4 | $1.73M | Sell |
37,197
-438
| -1% | -$20.3K | 0.65% | 36 |
|
|
2014
Q3 | $1.74M | Sell |
37,635
-261
| -0.7% | -$12.1K | 0.61% | 35 |
|
|
2014
Q2 | $1.58M | Sell |
37,896
-144
| -0.4% | -$6K | 0.6% | 37 |
|
|
2014
Q1 | $1.56M | Buy |
38,040
+1,088
| +3% | +$44.6K | 0.62% | 37 |
|
|
2013
Q4 | $1.38M | Sell |
36,952
-1,216
| -3% | -$45.5K | 0.56% | 46 |
|
|
2013
Q3 | $1.27M | Sell |
38,168
-18,513
| -33% | -$616K | 0.57% | 44 |
|
|
2013
Q2 | $1.96M | Buy |
+56,681
| New | +$1.96M | 0.91% | 23 |
|