WCM
Weaver Capital Management’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8M | Buy |
16,093
+1,386
| +9% | +$689K | 1.95% | 11 |
|
2025
Q1 | $5.52M | Buy |
14,707
+4,718
| +47% | +$1.77M | 1.46% | 14 |
|
2024
Q4 | $4.21M | Buy |
9,989
+654
| +7% | +$276K | 1.18% | 18 |
|
2024
Q3 | $4.02M | Buy |
9,335
+1,235
| +15% | +$531K | 1.2% | 14 |
|
2024
Q2 | $3.62M | Buy |
8,100
+813
| +11% | +$363K | 1.16% | 16 |
|
2024
Q1 | $3.07M | Sell |
7,287
-878
| -11% | -$369K | 1.05% | 17 |
|
2023
Q4 | $3.07M | Buy |
+8,165
| New | +$3.07M | 1.22% | 14 |
|