WAOTB
Wealth Advisors of Tampa Bay’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
20,742
-35
| -0.2% | -$17.4K | 3.89% | 2 |
|
|
2025
Q1 | $7.8M | Sell |
20,777
-7
| -0% | -$2.63K | 3.17% | 4 |
|
|
2024
Q4 | $8.76M | Sell |
20,784
-89
| -0.4% | -$37.5K | 3.75% | 4 |
|
|
2024
Q3 | $8.98M | Buy |
20,873
+311
| +2% | +$134K | 3.75% | 3 |
|
|
2024
Q2 | $9.19M | Buy |
20,562
+40
| +0.2% | +$17.9K | 4.29% | 3 |
|
|
2024
Q1 | $8.63M | Sell |
20,522
-573
| -3% | -$241K | 4.1% | 2 |
|
|
2023
Q4 | $7.93M | Sell |
21,095
-22,261
| -51% | -$8.37M | 3.99% | 3 |
|
|
2023
Q3 | $13.7M | Buy |
43,356
+21,356
| +97% | +$6.74M | 3.77% | 2 |
|
|
2023
Q2 | $7.49M | Sell |
22,000
-842
| -4% | -$287K | 4.11% | 2 |
|
|
2023
Q1 | $6.59M | Buy |
22,842
+177
| +0.8% | +$51K | 3.77% | 2 |
|
|
2022
Q4 | $5.44M | Buy |
22,665
+2,317
| +11% | +$556K | 3.37% | 4 |
|
|
2022
Q3 | $4.74M | Sell |
20,348
-20,174
| -50% | -$4.7M | 3.25% | 3 |
|
|
2022
Q2 | $10.4M | Buy |
40,522
+1,026
| +3% | +$264K | 3.21% | 3 |
|
|
2022
Q1 | $12.2M | Buy |
39,496
+1,498
| +4% | +$462K | 3.29% | 2 |
|
|
2021
Q4 | $12.8M | Buy |
37,998
+19,253
| +103% | +$6.47M | 3.13% | 2 |
|
|
2021
Q3 | $5.29M | Sell |
18,745
-652
| -3% | -$184K | 2.92% | 3 |
|
|
2021
Q2 | $5.26M | Buy |
19,397
+308
| +2% | +$83.4K | 2.92% | 2 |
|
|
2021
Q1 | $4.5M | Sell |
19,089
-75
| -0.4% | -$17.7K | 2.66% | 4 |
|
|
2020
Q4 | $4.26M | Sell |
19,164
-1,004
| -5% | -$223K | 2.97% | 3 |
|
|
2020
Q3 | $4.24M | Sell |
20,168
-658
| -3% | -$138K | 3.15% | 3 |
|
|
2020
Q2 | $4.24M | Sell |
20,826
-1,145
| -5% | -$233K | 3.53% | 2 |
|
|
2020
Q1 | $3.47M | Buy |
21,971
+25
| +0.1% | +$3.94K | 3.88% | 2 |
|
|
2019
Q4 | $3.46M | Sell |
21,946
-55
| -0.2% | -$8.67K | 3.19% | 8 |
|
|
2019
Q3 | $3.06M | Sell |
22,001
-2,457
| -10% | -$342K | 2.54% | 11 |
|
|
2019
Q2 | $3.28M | Sell |
24,458
-6,100
| -20% | -$817K | 2.38% | 15 |
|
|
2019
Q1 | $3.6M | Sell |
30,558
-5,277
| -15% | -$622K | 2.61% | 11 |
|
|
2018
Q4 | $3.64M | Hold |
35,835
| – | – | 2.96% | 11 |
|
|
2018
Q3 | $4.09M | Sell |
35,835
-5,496
| -13% | -$628K | 2.87% | 12 |
|
|
2018
Q2 | $4.15M | Sell |
41,331
-1,054
| -2% | -$106K | 3.17% | 11 |
|
|
2018
Q1 | $3.87M | Sell |
42,385
-998
| -2% | -$91.1K | 2.8% | 14 |
|
|
2017
Q4 | $3.83M | Buy |
+43,383
| New | +$3.83M | 2.62% | 15 |
|