WMS
Wealth Management Solutions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.36M | Hold |
4,292
| – | – | 0.93% | 15 |
|
|
2023
Q2 | $1.46M | Buy |
4,292
+62
| +1% | +$21.1K | 0.95% | 15 |
|
|
2023
Q1 | $1.22M | Buy |
4,230
+64
| +2% | +$18.5K | 0.7% | 18 |
|
|
2022
Q4 | $999K | Sell |
4,166
-148
| -3% | -$35.5K | 0.52% | 23 |
|
|
2022
Q3 | $1.01M | Buy |
4,314
+6
| +0.1% | +$1.4K | 0.59% | 21 |
|
|
2022
Q2 | $1.11M | Sell |
4,308
-88
| -2% | -$22.6K | 0.62% | 22 |
|
|
2022
Q1 | $1.36M | Sell |
4,396
-119
| -3% | -$36.7K | 0.7% | 25 |
|
|
2021
Q4 | $1.52M | Buy |
+4,515
| New | +$1.52M | 0.78% | 24 |
|