WANY
Wealthspire Advisors (New York)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221M | Sell |
444,374
-3,514
| -0.8% | -$1.75M | 1.24% | 18 |
|
|
2025
Q1 | $168M | Buy |
447,888
+216,032
| +93% | +$81.1M | 1% | 19 |
|
|
2024
Q4 | $97.7M | Buy |
231,856
+9,371
| +4% | +$3.95M | 0.97% | 21 |
|
|
2024
Q3 | $95.7M | Buy |
222,485
+61,624
| +38% | +$26.5M | 0.97% | 21 |
|
|
2024
Q2 | $71.9M | Buy |
160,861
+15,290
| +11% | +$6.83M | 0.92% | 21 |
|
|
2024
Q1 | $61.2M | Sell |
145,571
-6,038
| -4% | -$2.54M | 0.82% | 24 |
|
|
2023
Q4 | $57M | Buy |
151,609
+10,646
| +8% | +$4M | 0.81% | 26 |
|
|
2023
Q3 | $44.5M | Buy |
140,963
+28,153
| +25% | +$8.89M | 0.74% | 27 |
|
|
2023
Q2 | $38.4M | Buy |
112,810
+5,402
| +5% | +$1.84M | 0.63% | 30 |
|
|
2023
Q1 | $31M | Sell |
107,408
-12,438
| -10% | -$3.59M | 0.53% | 35 |
|
|
2022
Q4 | $28.7M | Buy |
119,846
+29,551
| +33% | +$7.09M | 0.52% | 33 |
|
|
2022
Q3 | $21M | Buy |
90,295
+4,294
| +5% | +$1M | 0.44% | 39 |
|
|
2022
Q2 | $22.1M | Buy |
86,001
+26,739
| +45% | +$6.87M | 0.46% | 38 |
|
|
2022
Q1 | $18.3M | Sell |
59,262
-31,428
| -35% | -$9.69M | 0.41% | 36 |
|
|
2021
Q4 | $30.5M | Sell |
90,690
-5,103
| -5% | -$1.72M | 0.67% | 23 |
|
|
2021
Q3 | $27M | Buy |
95,793
+33,380
| +53% | +$9.41M | 0.56% | 31 |
|
|
2021
Q2 | $16.9M | Sell |
62,413
-111,655
| -64% | -$30.2M | 0.44% | 31 |
|
|
2021
Q1 | $41M | Buy |
174,068
+23,467
| +16% | +$5.53M | 0.97% | 19 |
|
|
2020
Q4 | $33.5M | Buy |
150,601
+72,929
| +94% | +$16.2M | 1% | 18 |
|
|
2020
Q3 | $16.3M | Buy |
77,672
+7,068
| +10% | +$1.49M | 0.97% | 16 |
|
|
2020
Q2 | $14.4M | Sell |
70,604
-118,316
| -63% | -$24.1M | 1% | 17 |
|
|
2020
Q1 | $29.8M | Buy |
188,920
+150,546
| +392% | +$23.7M | 1.25% | 17 |
|
|
2019
Q4 | $6.05M | Buy |
38,374
+6,747
| +21% | +$1.06M | 0.44% | 21 |
|
|
2019
Q3 | $4.4M | Buy |
31,627
+18,979
| +150% | +$2.64M | 0.36% | 23 |
|
|
2019
Q2 | $1.69M | Buy |
+12,648
| New | +$1.69M | 0.15% | 27 |
|
|
2019
Q1 | – | Sell |
-9,340
| Closed | -$949K | – | 521 |
|
|
2018
Q4 | $949K | Buy |
+9,340
| New | +$949K | 0.09% | 29 |
|