WE
Wealth Effects’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.43M | Sell |
16,949
-749
| -4% | -$373K | 3.15% | 7 |
|
|
2025
Q1 | $6.64M | Sell |
17,698
-1,232
| -7% | -$462K | 2.79% | 8 |
|
|
2024
Q4 | $7.98M | Sell |
18,930
-698
| -4% | -$294K | 2.83% | 6 |
|
|
2024
Q3 | $8.45M | Sell |
19,628
-308
| -2% | -$133K | 2.96% | 5 |
|
|
2024
Q2 | $8.91M | Sell |
19,936
-331
| -2% | -$148K | 3.23% | 5 |
|
|
2024
Q1 | $8.53M | Sell |
20,267
-525
| -3% | -$221K | 3.15% | 5 |
|
|
2023
Q4 | $7.82M | Buy |
20,792
+572
| +3% | +$215K | 2.94% | 5 |
|
|
2023
Q3 | $6.38M | Sell |
20,220
-404
| -2% | -$128K | 3.15% | 5 |
|
|
2023
Q2 | $7.02M | Sell |
20,624
-1,027
| -5% | -$350K | 3.09% | 5 |
|
|
2023
Q1 | $6.24M | Buy |
21,651
+495
| +2% | +$143K | 3.2% | 4 |
|
|
2022
Q4 | $5.07M | Sell |
21,156
-357
| -2% | -$85.6K | 2.9% | 4 |
|
|
2022
Q3 | $5.01M | Sell |
21,513
-8
| -0% | -$1.86K | 3.06% | 5 |
|
|
2022
Q2 | $5.53M | Buy |
21,521
+1,104
| +5% | +$284K | 3.33% | 4 |
|
|
2022
Q1 | $6.3M | Buy |
20,417
+273
| +1% | +$84.2K | 2.94% | 6 |
|
|
2021
Q4 | $6.78M | Buy |
+20,144
| New | +$6.78M | 2.81% | 6 |
|