WDG
Wealth Dimensions Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.62M | Sell |
17,335
-787
| -4% | -$391K | 1.9% | 14 |
|
|
2025
Q1 | $6.8M | Buy |
18,122
+602
| +3% | +$226K | 1.62% | 15 |
|
|
2024
Q4 | $7.38M | Buy |
17,520
+674
| +4% | +$284K | 1.81% | 15 |
|
|
2024
Q3 | $7.25M | Buy |
16,846
+629
| +4% | +$271K | 1.84% | 15 |
|
|
2024
Q2 | $7.25M | Sell |
16,217
-355
| -2% | -$159K | 2.07% | 15 |
|
|
2024
Q1 | $6.97M | Sell |
16,572
-455
| -3% | -$191K | 2.06% | 14 |
|
|
2023
Q4 | $6.4M | Sell |
17,027
-778
| -4% | -$293K | 2.03% | 13 |
|
|
2023
Q3 | $5.62M | Buy |
17,805
+290
| +2% | +$91.6K | 2.04% | 11 |
|
|
2023
Q2 | $5.96M | Sell |
17,515
-182
| -1% | -$62K | 2.17% | 11 |
|
|
2023
Q1 | $5.1M | Sell |
17,697
-1,587
| -8% | -$458K | 1.97% | 12 |
|
|
2022
Q4 | $4.62M | Buy |
19,284
+674
| +4% | +$162K | 1.89% | 12 |
|
|
2022
Q3 | $4.33M | Sell |
18,610
-53
| -0.3% | -$12.3K | 2.14% | 10 |
|
|
2022
Q2 | $4.79M | Buy |
18,663
+161
| +0.9% | +$41.3K | 2.28% | 10 |
|
|
2022
Q1 | $5.7M | Buy |
18,502
+625
| +3% | +$193K | 2.64% | 9 |
|
|
2021
Q4 | $6.01M | Sell |
17,877
-348
| -2% | -$117K | 2.94% | 8 |
|
|
2021
Q3 | $5.14M | Buy |
18,225
+913
| +5% | +$257K | 3.29% | 7 |
|
|
2021
Q2 | $4.69M | Buy |
17,312
+514
| +3% | +$139K | 3.18% | 7 |
|
|
2021
Q1 | $3.96M | Buy |
16,798
+634
| +4% | +$149K | 3.08% | 8 |
|
|
2020
Q4 | $3.6M | Buy |
+16,164
| New | +$3.6M | 3.1% | 8 |
|