WA
Wealthstream Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.85M | Buy |
13,767
+1,301
| +10% | +$647K | 1.14% | 10 |
|
|
2025
Q1 | $4.68M | Buy |
12,466
+47
| +0.4% | +$17.6K | 0.88% | 14 |
|
|
2024
Q4 | $5.23M | Buy |
12,419
+444
| +4% | +$187K | 0.97% | 14 |
|
|
2024
Q3 | $5.15M | Buy |
11,975
+123
| +1% | +$52.9K | 0.94% | 14 |
|
|
2024
Q2 | $5.3M | Buy |
11,852
+115
| +1% | +$51.4K | 1.94% | 10 |
|
|
2024
Q1 | $4.94M | Buy |
11,737
+645
| +6% | +$271K | 1.87% | 10 |
|
|
2023
Q4 | $4.17M | Buy |
11,092
+1,778
| +19% | +$669K | 1.72% | 10 |
|
|
2023
Q3 | $2.94M | Buy |
9,314
+1,944
| +26% | +$614K | 1.52% | 12 |
|
|
2023
Q2 | $2.51M | Buy |
7,370
+1,997
| +37% | +$680K | 1.32% | 14 |
|
|
2023
Q1 | $1.55M | Buy |
5,373
+219
| +4% | +$63.1K | 0.93% | 19 |
|
|
2022
Q4 | $1.24M | Buy |
5,154
+290
| +6% | +$69.5K | 0.81% | 20 |
|
|
2022
Q3 | $1.13M | Buy |
4,864
+363
| +8% | +$84.6K | 1.22% | 14 |
|
|
2022
Q2 | $1.16M | Sell |
4,501
-585
| -12% | -$150K | 1.17% | 15 |
|
|
2022
Q1 | $1.57M | Buy |
5,086
+362
| +8% | +$112K | 1.37% | 15 |
|
|
2021
Q4 | $1.59M | Buy |
+4,724
| New | +$1.59M | 1.35% | 14 |
|