WG
Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Sell |
13,508
-7,089
| -34% | -$3.53M | 6.67% | 2 |
|
|
2025
Q1 | $7.73M | Buy |
20,597
+426
| +2% | +$160K | 5.01% | 2 |
|
|
2024
Q4 | $8.5M | Buy |
20,171
+195
| +1% | +$82.2K | 5.5% | 2 |
|
|
2024
Q3 | $8.6M | Buy |
19,976
+287
| +1% | +$124K | 5.77% | 2 |
|
|
2024
Q2 | $8.8M | Sell |
19,689
-22
| -0.1% | -$9.83K | 6.31% | 2 |
|
|
2024
Q1 | $8.29M | Buy |
+19,711
| New | +$8.29M | 6.26% | 2 |
|