WMA
Wealth Management Associates’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
20,938
-123
| -0.6% | -$61.2K | 4.05% | 4 |
|
|
2025
Q1 | $7.91M | Buy |
21,061
+261
| +1% | +$98K | 3.39% | 4 |
|
|
2024
Q4 | $8.77M | Buy |
20,800
+8
| +0% | +$3.37K | 3.75% | 4 |
|
|
2024
Q3 | $8.95M | Buy |
20,792
+137
| +0.7% | +$59K | 3.93% | 4 |
|
|
2024
Q2 | $9.23M | Hold |
20,655
| – | – | 4.33% | 4 |
|
|
2024
Q1 | $9.23M | Sell |
20,655
-306
| -1% | -$137K | 4.33% | 4 |
|
|
2023
Q4 | $7.88M | Buy |
20,961
+134
| +0.6% | +$50.4K | 4.16% | 3 |
|
|
2023
Q3 | $6.58M | Buy |
20,827
+92
| +0.4% | +$29K | 3.84% | 3 |
|
|
2023
Q2 | $7.06M | Sell |
20,735
-516
| -2% | -$176K | 4% | 3 |
|
|
2023
Q1 | $6.13M | Buy |
21,251
+1,162
| +6% | +$335K | 3.78% | 3 |
|
|
2022
Q4 | $4.82M | Sell |
20,089
-32
| -0.2% | -$7.67K | 3.21% | 5 |
|
|
2022
Q3 | $4.69M | Buy |
20,121
+1,468
| +8% | +$342K | 3.3% | 4 |
|
|
2022
Q2 | $4.79M | Sell |
18,653
-487
| -3% | -$125K | 3.27% | 4 |
|
|
2022
Q1 | $5.9M | Sell |
19,140
-1,442
| -7% | -$445K | 3.35% | 4 |
|
|
2021
Q4 | $6.92M | Buy |
20,582
+217
| +1% | +$73K | 3.72% | 4 |
|
|
2021
Q3 | $5.74M | Sell |
20,365
-257
| -1% | -$72.5K | 3.36% | 4 |
|
|
2021
Q2 | $5.59M | Buy |
20,622
+1,601
| +8% | +$434K | 3.17% | 4 |
|
|
2021
Q1 | $4.48M | Buy |
19,021
+159
| +0.8% | +$37.5K | 2.85% | 6 |
|
|
2020
Q4 | $4.2M | Sell |
18,862
-328
| -2% | -$73K | 2.76% | 6 |
|
|
2020
Q3 | $4.04M | Buy |
19,190
+470
| +3% | +$98.9K | 3.12% | 5 |
|
|
2020
Q2 | $3.81M | Sell |
18,720
-619
| -3% | -$126K | 3.21% | 5 |
|
|
2020
Q1 | $3.05M | Buy |
19,339
+526
| +3% | +$83K | 3.08% | 6 |
|
|
2019
Q4 | $2.97M | Buy |
18,813
+552
| +3% | +$87.1K | 2.12% | 11 |
|
|
2019
Q3 | $2.54M | Buy |
18,261
+4,703
| +35% | +$654K | 2.04% | 13 |
|
|
2019
Q2 | $1.82M | Buy |
13,558
+2,032
| +18% | +$272K | 1.81% | 20 |
|
|
2019
Q1 | $1.36M | Buy |
11,526
+1,948
| +20% | +$230K | 1.48% | 22 |
|
|
2018
Q4 | $973K | Buy |
+9,578
| New | +$973K | 1.31% | 24 |
|