WA
Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.91M | Buy |
31,378
+19
| +0.1% | +$6K | 4.44% | 7 |
|
|
2023
Q2 | $10.6M | Buy |
31,359
+221
| +0.7% | +$74.5K | 4.51% | 7 |
|
|
2023
Q1 | $8.81M | Sell |
31,138
-1,832
| -6% | -$518K | 4.18% | 7 |
|
|
2022
Q4 | $7.91M | Sell |
32,970
-1,090
| -3% | -$261K | 4.2% | 7 |
|
|
2022
Q3 | $7.93M | Sell |
34,060
-99
| -0.3% | -$23.1K | 4.04% | 7 |
|
|
2022
Q2 | $8.77M | Sell |
34,159
-498
| -1% | -$128K | 4.26% | 7 |
|
|
2022
Q1 | $10.7M | Buy |
34,657
+53
| +0.2% | +$16.3K | 3.86% | 7 |
|
|
2021
Q4 | $11.6M | Sell |
34,604
-57
| -0.2% | -$19.2K | 4.04% | 7 |
|
|
2021
Q3 | $9.81M | Sell |
34,661
-1,169
| -3% | -$331K | 3.83% | 7 |
|
|
2021
Q2 | $10.3M | Sell |
35,830
-499
| -1% | -$143K | 3.73% | 7 |
|
|
2021
Q1 | $9.38M | Buy |
36,329
+7,876
| +28% | +$2.03M | 3.73% | 7 |
|
|
2020
Q4 | $6.33M | Buy |
28,453
+171
| +0.6% | +$38K | 2.79% | 10 |
|
|
2020
Q3 | $5.96M | Buy |
28,282
+133
| +0.5% | +$28K | 2.78% | 10 |
|
|
2020
Q2 | $5.93M | Buy |
28,149
+728
| +3% | +$153K | 3.15% | 9 |
|
|
2020
Q1 | $4.86M | Buy |
27,421
+7,288
| +36% | +$1.29M | 3.21% | 9 |
|
|
2019
Q4 | $3.77M | Buy |
+20,133
| New | +$3.77M | 2.15% | 11 |
|