Wealth Enhancement Advisory Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45B | Buy |
2,914,126
+226,015
| +8% | +$113M | 2.4% | 4 |
|
|
2025
Q1 | $1.01B | Buy |
2,688,111
+89,831
| +3% | +$33.7M | 1.93% | 4 |
|
|
2024
Q4 | $1.1B | Buy |
2,598,280
+312,489
| +14% | +$132M | 2.1% | 4 |
|
|
2024
Q3 | $984M | Buy |
2,285,791
+58,582
| +3% | +$25.2M | 2.11% | 4 |
|
|
2024
Q2 | $995M | Buy |
2,227,209
+134,521
| +6% | +$60.1M | 2.36% | 4 |
|
|
2024
Q1 | $880M | Buy |
2,092,688
+45,340
| +2% | +$19.1M | 2.28% | 4 |
|
|
2023
Q4 | $770M | Buy |
2,047,348
+50,630
| +3% | +$19M | 2.24% | 4 |
|
|
2023
Q3 | $630M | Buy |
1,996,718
+1,827,828
| +1,082% | +$577M | 2.07% | 4 |
|
|
2023
Q2 | $57.5M | Sell |
168,890
-4,404
| -3% | -$1.5M | 0.62% | 28 |
|
|
2023
Q1 | $50M | Buy |
173,294
+57,218
| +49% | +$16.5M | 0.58% | 32 |
|
|
2022
Q4 | $28.2M | Sell |
116,076
-13,806
| -11% | -$3.35M | 0.36% | 48 |
|
|
2022
Q3 | $30.4M | Sell |
129,882
-14,757
| -10% | -$3.46M | 0.44% | 41 |
|
|
2022
Q2 | $38.7M | Buy |
144,639
+10,524
| +8% | +$2.82M | 0.54% | 37 |
|
|
2022
Q1 | $42.2M | Buy |
134,115
+7,210
| +6% | +$2.27M | 0.57% | 36 |
|
|
2021
Q4 | $38.8M | Buy |
126,905
+8,761
| +7% | +$2.68M | 0.56% | 38 |
|
|
2021
Q3 | $36.6M | Buy |
118,144
+3,402
| +3% | +$1.06M | 0.54% | 39 |
|
|
2021
Q2 | $32.2M | Buy |
114,742
+6,910
| +6% | +$1.94M | 0.52% | 41 |
|
|
2021
Q1 | $26.7M | Buy |
107,832
+1,739
| +2% | +$431K | 0.49% | 42 |
|
|
2020
Q4 | $22.6M | Buy |
106,093
+53,188
| +101% | +$11.3M | 0.51% | 34 |
|
|
2020
Q3 | $11.7M | Sell |
52,905
-48,622
| -48% | -$10.8M | 0.31% | 40 |
|
|
2020
Q2 | $21.5M | Buy |
101,527
+51,331
| +102% | +$10.9M | 0.62% | 31 |
|
|
2020
Q1 | $8.52M | Sell |
50,196
-12,613
| -20% | -$2.14M | 0.3% | 45 |
|
|
2019
Q4 | $9.91M | Sell |
62,809
-1,626
| -3% | -$256K | 0.35% | 44 |
|
|
2019
Q3 | $9M | Sell |
64,435
-6,239
| -9% | -$871K | 0.36% | 41 |
|
|
2019
Q2 | $9.97M | Buy |
70,674
+2,802
| +4% | +$395K | 0.44% | 33 |
|
|
2019
Q1 | $8.51M | Sell |
67,872
-4,609
| -6% | -$578K | 0.48% | 31 |
|
|
2018
Q4 | $7.81M | Buy |
72,481
+5,366
| +8% | +$578K | 0.49% | 32 |
|
|
2018
Q3 | $6.87M | Buy |
67,115
+8,550
| +15% | +$875K | 0.41% | 32 |
|
|
2018
Q2 | $5.98M | Buy |
58,565
+15,304
| +35% | +$1.56M | 0.37% | 35 |
|
|
2018
Q1 | $4.05M | Sell |
43,261
-145
| -0.3% | -$13.6K | 0.27% | 42 |
|
|
2017
Q4 | $3.89M | Buy |
43,406
+4,183
| +11% | +$375K | 0.28% | 42 |
|
|
2017
Q3 | $2.98M | Buy |
39,223
+8,647
| +28% | +$657K | 0.25% | 50 |
|
|
2017
Q2 | $2.15M | Sell |
30,576
-14,286
| -32% | -$1M | 0.2% | 60 |
|
|
2017
Q1 | $2.93M | Sell |
44,862
-8,271
| -16% | -$540K | 0.31% | 48 |
|
|
2016
Q4 | $3.3M | Buy |
53,133
+8,299
| +19% | +$516K | 0.4% | 42 |
|
|
2016
Q3 | $2.58M | Buy |
+44,834
| New | +$2.58M | 0.39% | 40 |
|