WPC
Wedmont Private Capital’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.7M | Buy |
104,758
+5,697
| +6% | +$2.87M | 2.25% | 11 |
|
|
2025
Q1 | $38.5M | Sell |
99,061
-1,822
| -2% | -$708K | 1.97% | 12 |
|
|
2024
Q4 | $42.3M | Buy |
100,883
+9,681
| +11% | +$4.06M | 2.23% | 11 |
|
|
2024
Q3 | $37.4M | Buy |
91,202
+5,611
| +7% | +$2.3M | 2.13% | 11 |
|
|
2024
Q2 | $38.8M | Buy |
85,591
+5,344
| +7% | +$2.42M | 2.44% | 11 |
|
|
2024
Q1 | $34.2M | Buy |
80,247
+3,902
| +5% | +$1.66M | 2.5% | 9 |
|
|
2023
Q4 | $28.6M | Buy |
76,345
+10,615
| +16% | +$3.98M | 2.34% | 10 |
|
|
2023
Q3 | $21.7M | Buy |
65,730
+8,628
| +15% | +$2.85M | 2.19% | 10 |
|
|
2023
Q2 | $19.7M | Buy |
57,102
+8,891
| +18% | +$3.07M | 2.12% | 10 |
|
|
2023
Q1 | $14M | Buy |
48,211
+8,937
| +23% | +$2.59M | 1.84% | 12 |
|
|
2022
Q4 | $8.83M | Buy |
39,274
+17,402
| +80% | +$3.91M | 1.32% | 13 |
|
|
2022
Q3 | $5.09M | Sell |
21,872
-8,711
| -28% | -$2.03M | 1.02% | 17 |
|
|
2022
Q2 | $7.86M | Buy |
30,583
+3,533
| +13% | +$907K | 1.69% | 12 |
|
|
2022
Q1 | $8.52M | Buy |
27,050
+7,468
| +38% | +$2.35M | 1.9% | 9 |
|
|
2021
Q4 | $5.97M | Buy |
+19,582
| New | +$5.97M | 1.84% | 10 |
|