WFA
Websterrogers Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
2,281
| – | – | 0.36% | 40 |
|
|
2025
Q1 | $856K | Sell |
2,281
-7
| -0.3% | -$2.63K | 0.29% | 42 |
|
|
2024
Q4 | $964K | Buy |
2,288
+1,409
| +160% | +$594K | 0.33% | 42 |
|
|
2024
Q3 | $378K | Buy |
879
+48
| +6% | +$20.7K | 0.13% | 51 |
|
|
2024
Q2 | $371K | Sell |
831
-249
| -23% | -$111K | 0.13% | 51 |
|
|
2024
Q1 | $454K | Sell |
1,080
-1,046
| -49% | -$440K | 0.16% | 51 |
|
|
2023
Q4 | $799K | Sell |
2,126
-425
| -17% | -$160K | 0.33% | 38 |
|
|
2023
Q3 | $805K | Sell |
2,551
-114
| -4% | -$36K | 0.35% | 39 |
|
|
2023
Q2 | $908K | Sell |
2,665
-200
| -7% | -$68.1K | 0.4% | 36 |
|
|
2023
Q1 | $826K | Sell |
2,865
-34
| -1% | -$9.8K | 0.38% | 38 |
|
|
2022
Q4 | $695K | Hold |
2,899
| – | – | 0.34% | 39 |
|
|
2022
Q3 | $675K | Sell |
2,899
-292
| -9% | -$68K | 0.35% | 31 |
|
|
2022
Q2 | $820K | Sell |
3,191
-76
| -2% | -$19.5K | 0.4% | 28 |
|
|
2022
Q1 | $1.01M | Buy |
+3,267
| New | +$1.01M | 0.52% | 30 |
|
|
2021
Q4 | – | Sell |
-1,012
| Closed | -$285K | – | 68 |
|
|
2021
Q3 | $285K | Hold |
1,012
| – | – | 0.07% | 48 |
|
|
2021
Q2 | $280K | Sell |
1,012
-110
| -10% | -$30.4K | 0.07% | 50 |
|
|
2021
Q1 | $265K | Hold |
1,122
| – | – | 0.07% | 46 |
|
|
2020
Q4 | $243K | Buy |
+1,122
| New | +$243K | 0.07% | 44 |
|