WP
Wealthspan Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Sell |
12,302
-95
| -0.8% | -$47.3K | 2.53% | 8 |
|
|
2025
Q1 | $4.65M | Sell |
12,397
-111
| -0.9% | -$41.7K | 2.15% | 11 |
|
|
2024
Q4 | $5.27M | Sell |
12,508
-786
| -6% | -$331K | 2.52% | 8 |
|
|
2024
Q3 | $5.72M | Buy |
13,294
+12
| +0.1% | +$5.16K | 2.82% | 7 |
|
|
2024
Q2 | $5.94M | Sell |
13,282
-3
| -0% | -$1.34K | 3.28% | 5 |
|
|
2024
Q1 | $5.59M | Buy |
13,285
+1,145
| +9% | +$482K | 3.29% | 5 |
|
|
2023
Q4 | $4.56M | Sell |
12,140
-17
| -0.1% | -$6.39K | 3.2% | 8 |
|
|
2023
Q3 | $3.84M | Sell |
12,157
-22
| -0.2% | -$6.95K | 3.03% | 8 |
|
|
2023
Q2 | $4.15M | Sell |
12,179
-204
| -2% | -$69.5K | 3.27% | 8 |
|
|
2023
Q1 | $3.57M | Sell |
12,383
-746
| -6% | -$215K | 3.05% | 9 |
|
|
2022
Q4 | $3.15M | Sell |
13,129
-62
| -0.5% | -$14.9K | 2.87% | 10 |
|
|
2022
Q3 | $3.07M | Sell |
13,191
-31
| -0.2% | -$7.22K | 3.18% | 7 |
|
|
2022
Q2 | $3.4M | Buy |
13,222
+466
| +4% | +$120K | 3.51% | 8 |
|
|
2022
Q1 | $3.93M | Buy |
12,756
+3
| +0% | +$925 | 3.57% | 8 |
|
|
2021
Q4 | $4.29M | Buy |
+12,753
| New | +$4.29M | 3.79% | 7 |
|