WWA
WCG Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8M | Sell |
68,017
-1,478
| -2% | -$735K | 2.19% | 4 |
|
|
2025
Q1 | $26.1M | Sell |
69,495
-5,136
| -7% | -$1.93M | 1.98% | 8 |
|
|
2024
Q4 | $31.5M | Buy |
74,631
+1,060
| +1% | +$447K | 2.08% | 6 |
|
|
2024
Q3 | $31.7M | Buy |
73,571
+1,658
| +2% | +$713K | 2.14% | 5 |
|
|
2024
Q2 | $32.1M | Buy |
71,913
+4,148
| +6% | +$1.85M | 2.38% | 4 |
|
|
2024
Q1 | $28.5M | Sell |
67,765
-25,156
| -27% | -$10.6M | 2.38% | 6 |
|
|
2023
Q4 | $34.9M | Sell |
92,921
-6,224
| -6% | -$2.34M | 2.57% | 4 |
|
|
2023
Q3 | $31.9M | Buy |
99,145
+52,919
| +114% | +$17M | 2.34% | 7 |
|
|
2023
Q2 | $15.6M | Buy |
46,226
+3,861
| +9% | +$1.3M | 1.82% | 17 |
|
|
2023
Q1 | $12.2M | Sell |
42,365
-424
| -1% | -$122K | 1.57% | 19 |
|
|
2022
Q4 | $10.3M | Buy |
42,789
+4,715
| +12% | +$1.13M | 1.41% | 22 |
|
|
2022
Q3 | $9.65M | Sell |
38,074
-11
| -0% | -$2.79K | 1.28% | 22 |
|
|
2022
Q2 | $9.78M | Buy |
+38,085
| New | +$9.78M | 1.36% | 20 |
|