WAAG
Wealth Alliance Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.74M | Buy |
19,579
+1,599
| +9% | +$795K | 1.85% | 15 |
|
|
2025
Q1 | $6.75M | Sell |
17,980
-1,889
| -10% | -$709K | 1.4% | 17 |
|
|
2024
Q4 | $8.37M | Buy |
19,869
+322
| +2% | +$136K | 1.77% | 17 |
|
|
2024
Q3 | $8.41M | Buy |
19,547
+335
| +2% | +$144K | 1.77% | 18 |
|
|
2024
Q2 | $8.59M | Buy |
19,212
+25
| +0.1% | +$11.2K | 1.93% | 17 |
|
|
2024
Q1 | $8.07M | Buy |
19,187
+1,104
| +6% | +$464K | 1.87% | 15 |
|
|
2023
Q4 | $6.8M | Buy |
18,083
+406
| +2% | +$153K | 1.78% | 17 |
|
|
2023
Q3 | $5.58M | Buy |
17,677
+312
| +2% | +$98.5K | 1.66% | 18 |
|
|
2023
Q2 | $5.91M | Sell |
17,365
-248
| -1% | -$84.5K | 2.09% | 13 |
|
|
2023
Q1 | $5.08M | Buy |
17,613
+255
| +1% | +$73.5K | 1.9% | 13 |
|
|
2022
Q4 | $4.16M | Buy |
17,358
+168
| +1% | +$40.3K | 1.59% | 12 |
|
|
2022
Q3 | $4M | Buy |
17,190
+273
| +2% | +$63.6K | 1.76% | 12 |
|
|
2022
Q2 | $4.35M | Buy |
16,917
+641
| +4% | +$165K | 2.05% | 10 |
|
|
2022
Q1 | $5.02M | Sell |
16,276
-138
| -0.8% | -$42.5K | 2.18% | 11 |
|
|
2021
Q4 | $5.52M | Buy |
16,414
+1,179
| +8% | +$396K | 2.4% | 9 |
|
|
2021
Q3 | $4.3M | Sell |
15,235
-34
| -0.2% | -$9.59K | 2.09% | 9 |
|
|
2021
Q2 | $4.14M | Sell |
15,269
-247
| -2% | -$66.9K | 2.01% | 9 |
|
|
2021
Q1 | $3.66M | Sell |
15,516
-85
| -0.5% | -$20K | 1.88% | 11 |
|
|
2020
Q4 | $3.47M | Buy |
15,601
+527
| +3% | +$117K | 1.88% | 11 |
|
|
2020
Q3 | $3.17M | Sell |
15,074
-850
| -5% | -$179K | 1.88% | 11 |
|
|
2020
Q2 | $3.24M | Sell |
15,924
-253
| -2% | -$51.5K | 1.99% | 12 |
|
|
2020
Q1 | $2.55M | Sell |
16,177
-482
| -3% | -$76K | 1.98% | 13 |
|
|
2019
Q4 | $2.63M | Buy |
16,659
+345
| +2% | +$54.4K | 1.5% | 15 |
|
|
2019
Q3 | $2.28M | Buy |
16,314
+469
| +3% | +$65.5K | 1.42% | 16 |
|
|
2019
Q2 | $2.2M | Sell |
15,845
-3,051
| -16% | -$424K | 1.36% | 16 |
|
|
2019
Q1 | $2.37M | Buy |
18,896
+496
| +3% | +$62.3K | 1.53% | 15 |
|
|
2018
Q4 | $1.87M | Buy |
18,400
+1,098
| +6% | +$112K | 1.4% | 15 |
|
|
2018
Q3 | $1.98M | Sell |
17,302
-436
| -2% | -$49.9K | 1.01% | 26 |
|
|
2018
Q2 | $1.75M | Buy |
17,738
+2,919
| +20% | +$288K | 0.96% | 26 |
|
|
2018
Q1 | $1.35M | Buy |
14,819
+7,946
| +116% | +$725K | 0.79% | 29 |
|
|
2017
Q4 | $588K | Buy |
+6,873
| New | +$588K | 0.53% | 47 |
|