WFL
Wealth Forward LLC’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
2,393
+231
| +11% | +$115K | 0.8% | 16 |
|
|
2025
Q1 | $812K | Hold |
2,162
| – | – | 0.58% | 17 |
|
|
2024
Q4 | $911K | Sell |
2,162
-100
| -4% | -$42.2K | 0.64% | 17 |
|
|
2024
Q3 | $973K | Buy |
2,262
+40
| +2% | +$17.2K | 0.68% | 17 |
|
|
2024
Q2 | $993K | Buy |
2,222
+195
| +10% | +$87.2K | 0.78% | 17 |
|
|
2024
Q1 | $853K | Hold |
2,027
| – | – | 0.67% | 17 |
|
|
2023
Q4 | $762K | Buy |
+2,027
| New | +$762K | 0.64% | 17 |
|