WQ
Wealth Quarterback’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.73M | Buy |
9,517
+117
| +1% | +$58.2K | 2.24% | 8 |
|
2025
Q1 | $3.53M | Buy |
9,400
+478
| +5% | +$179K | 1.99% | 6 |
|
2024
Q4 | $3.76M | Sell |
8,922
-508
| -5% | -$214K | 1.77% | 10 |
|
2024
Q3 | $4.06M | Buy |
9,430
+459
| +5% | +$198K | 2.11% | 11 |
|
2024
Q2 | $4.01M | Buy |
8,971
+1,214
| +16% | +$543K | 2.27% | 8 |
|
2024
Q1 | $3.26M | Sell |
7,757
-90
| -1% | -$37.9K | 1.82% | 13 |
|
2023
Q4 | $2.95M | Sell |
7,847
-320
| -4% | -$120K | 1.8% | 13 |
|
2023
Q3 | $2.58M | Buy |
8,167
+261
| +3% | +$82.4K | 2.23% | 14 |
|
2023
Q2 | $2.69M | Sell |
7,906
-320
| -4% | -$109K | 1.86% | 12 |
|
2023
Q1 | $2.37M | Sell |
8,226
-246
| -3% | -$70.9K | 2.01% | 13 |
|
2022
Q4 | $2.03M | Sell |
8,472
-231
| -3% | -$55.4K | 1.68% | 15 |
|
2022
Q3 | $2.03M | Buy |
8,703
+588
| +7% | +$137K | 2.16% | 10 |
|
2022
Q2 | $2.08M | Buy |
+8,115
| New | +$2.08M | 1.62% | 16 |
|
2021
Q3 | $2.31M | Sell |
8,207
-110
| -1% | -$31K | 1.54% | 11 |
|
2021
Q2 | $2.25M | Buy |
+8,317
| New | +$2.25M | 1.37% | 12 |
|
2020
Q4 | $2.03M | Sell |
9,127
-1,597
| -15% | -$355K | 1.69% | 13 |
|
2020
Q3 | $2.18M | Hold |
10,724
| – | – | 2% | 13 |
|
2020
Q2 | $2.18M | Buy |
10,724
+949
| +10% | +$193K | 2% | 13 |
|
2020
Q1 | $1.53M | Sell |
9,775
-46,192
| -83% | -$7.23M | 1.41% | 21 |
|
2019
Q4 | $1.49M | Buy |
+55,967
| New | +$1.49M | 1.29% | 19 |
|