WAS
Wealth Advisory Solutions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Sell |
11,505
-285
| -2% | -$142K | 1.45% | 16 |
|
|
2025
Q1 | $4.43M | Sell |
11,790
-60
| -0.5% | -$22.5K | 1.17% | 20 |
|
|
2024
Q4 | $4.99M | Buy |
11,850
+21
| +0.2% | +$8.85K | 1.4% | 18 |
|
|
2024
Q3 | $5.09M | Sell |
11,829
-550
| -4% | -$237K | 1.4% | 22 |
|
|
2024
Q2 | $5.53M | Buy |
12,379
+35
| +0.3% | +$15.6K | 1.5% | 20 |
|
|
2024
Q1 | $5.19M | Sell |
12,344
-521
| -4% | -$219K | 1.34% | 22 |
|
|
2023
Q4 | $4.84M | Sell |
12,865
-12,566
| -49% | -$4.73M | 1.69% | 19 |
|
|
2023
Q3 | $8.81M | Sell |
25,431
-7,121
| -22% | -$2.47M | 1.72% | 16 |
|
|
2023
Q2 | $5.78M | Buy |
32,552
+17,828
| +121% | +$3.17M | 1.54% | 18 |
|
|
2023
Q1 | $4.24M | Buy |
14,724
+168
| +1% | +$48.4K | 1.13% | 25 |
|
|
2022
Q4 | $3.49M | Buy |
14,556
+535
| +4% | +$128K | 0.94% | 30 |
|
|
2022
Q3 | $3.27M | Sell |
14,021
-293
| -2% | -$68.2K | 0.9% | 37 |
|
|
2022
Q2 | $3.68M | Sell |
14,314
-1,599
| -10% | -$411K | 0.9% | 43 |
|
|
2022
Q1 | $4.91M | Buy |
+15,913
| New | +$4.91M | 1.02% | 34 |
|
|
2021
Q3 | $4.44M | Buy |
15,735
+1,826
| +13% | +$515K | 0.99% | 37 |
|
|
2021
Q2 | $3.77M | Sell |
13,909
-29,872
| -68% | -$8.09M | 0.89% | 39 |
|
|
2021
Q1 | $7.13M | Buy |
43,781
+29,930
| +216% | +$4.87M | 5.32% | 4 |
|
|
2020
Q4 | $3.07M | Sell |
13,851
-656
| -5% | -$145K | 0.83% | 42 |
|
|
2020
Q3 | $3.05M | Sell |
14,507
-1,241
| -8% | -$261K | 0.81% | 41 |
|
|
2020
Q2 | $3.21M | Sell |
15,748
-1,435
| -8% | -$292K | 0.89% | 37 |
|
|
2020
Q1 | $2.71M | Buy |
17,183
+1,069
| +7% | +$169K | 0.92% | 37 |
|
|
2019
Q4 | $2.54M | Buy |
+16,114
| New | +$2.54M | 0.67% | 49 |
|