WA
Wealth Architects’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
21,408
-78
| -0.4% | -$38.8K | 1.08% | 25 |
|
|
2025
Q1 | $8.07M | Buy |
21,486
+4,626
| +27% | +$1.74M | 0.89% | 27 |
|
|
2024
Q4 | $7.11M | Buy |
16,860
+844
| +5% | +$356K | 0.8% | 27 |
|
|
2024
Q3 | $6.89M | Sell |
16,016
-218
| -1% | -$93.8K | 0.78% | 27 |
|
|
2024
Q2 | $7.26M | Sell |
16,234
-1,380
| -8% | -$617K | 0.89% | 26 |
|
|
2024
Q1 | $7.41M | Sell |
17,614
-28,560
| -62% | -$12M | 0.98% | 24 |
|
|
2023
Q4 | $17.4M | Buy |
46,174
+31,230
| +209% | +$11.7M | 2.44% | 12 |
|
|
2023
Q3 | $4.72M | Buy |
14,944
+287
| +2% | +$90.6K | 0.8% | 27 |
|
|
2023
Q2 | $4.99M | Sell |
14,657
-197
| -1% | -$67.1K | 0.82% | 26 |
|
|
2023
Q1 | $4.28M | Buy |
14,854
+91
| +0.6% | +$26.2K | 0.76% | 27 |
|
|
2022
Q4 | $3.54M | Sell |
14,763
-147
| -1% | -$35.3K | 0.67% | 27 |
|
|
2022
Q3 | $3.47M | Buy |
14,910
+210
| +1% | +$48.9K | 0.73% | 26 |
|
|
2022
Q2 | $3.78M | Buy |
14,700
+214
| +1% | +$55K | 0.74% | 25 |
|
|
2022
Q1 | $4.47M | Buy |
14,486
+1,727
| +14% | +$532K | 0.76% | 24 |
|
|
2021
Q4 | $4.29M | Sell |
12,759
-653
| -5% | -$220K | 0.75% | 24 |
|
|
2021
Q3 | $3.78M | Sell |
13,412
-715
| -5% | -$202K | 0.73% | 25 |
|
|
2021
Q2 | $3.83M | Buy |
14,127
+511
| +4% | +$138K | 0.75% | 25 |
|
|
2021
Q1 | $3.21M | Buy |
13,616
+733
| +6% | +$173K | 0.7% | 27 |
|
|
2020
Q4 | $2.87M | Sell |
12,883
-929
| -7% | -$207K | 0.67% | 27 |
|
|
2020
Q3 | $2.91M | Buy |
13,812
+110
| +0.8% | +$23.1K | 0.79% | 25 |
|
|
2020
Q2 | $2.79M | Buy |
13,702
+1,679
| +14% | +$342K | 0.78% | 25 |
|
|
2020
Q1 | $1.9M | Buy |
12,023
+1,117
| +10% | +$176K | 0.66% | 26 |
|
|
2019
Q4 | $1.72M | Sell |
10,906
-1,614
| -13% | -$255K | 0.48% | 24 |
|
|
2019
Q3 | $1.74M | Buy |
12,520
+30
| +0.2% | +$4.17K | 0.53% | 23 |
|
|
2019
Q2 | $1.67M | Sell |
12,490
-918
| -7% | -$123K | 0.5% | 24 |
|
|
2019
Q1 | $1.58M | Sell |
13,408
-2,642
| -16% | -$312K | 0.49% | 25 |
|
|
2018
Q4 | $1.63M | Sell |
16,050
-300
| -2% | -$30.5K | 0.59% | 24 |
|
|
2018
Q3 | $1.87M | Buy |
16,350
+4,903
| +43% | +$561K | 0.58% | 22 |
|
|
2018
Q2 | $1.13M | Buy |
11,447
+93
| +0.8% | +$9.17K | 0.37% | 31 |
|
|
2018
Q1 | $1.04M | Sell |
11,354
-564
| -5% | -$51.5K | 0.34% | 32 |
|
|
2017
Q4 | $1.02M | Sell |
11,918
-283
| -2% | -$24.2K | 0.33% | 33 |
|
|
2017
Q3 | $909K | Sell |
12,201
-496
| -4% | -$37K | 0.32% | 33 |
|
|
2017
Q2 | $875K | Buy |
12,697
+1,498
| +13% | +$103K | 0.33% | 34 |
|
|
2017
Q1 | $738K | Sell |
11,199
-429
| -4% | -$28.3K | 0.29% | 44 |
|
|
2016
Q4 | $723K | Buy |
11,628
+854
| +8% | +$53.1K | 0.32% | 39 |
|
|
2016
Q3 | $620K | Sell |
10,774
-1,568
| -13% | -$90.2K | 0.29% | 43 |
|
|
2016
Q2 | $631K | Sell |
12,342
-387
| -3% | -$19.8K | 0.31% | 44 |
|
|
2016
Q1 | $703K | Sell |
12,729
-1,863
| -13% | -$103K | 0.35% | 38 |
|
|
2015
Q4 | $810K | Sell |
14,592
-285
| -2% | -$15.8K | 0.4% | 38 |
|
|
2015
Q3 | $658K | Buy |
14,877
+573
| +4% | +$25.3K | 0.35% | 41 |
|
|
2015
Q2 | $632K | Sell |
14,304
-427
| -3% | -$18.9K | 0.34% | 45 |
|
|
2015
Q1 | $599K | Buy |
14,731
+299
| +2% | +$12.2K | 0.34% | 39 |
|
|
2014
Q4 | $670K | Buy |
+14,432
| New | +$670K | 0.39% | 36 |
|