WAM
Weinberger Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Buy |
1,757
+205
| +13% | +$102K | 0.34% | 46 |
|
|
2025
Q1 | $582K | Sell |
1,552
-271
| -15% | -$102K | 0.25% | 53 |
|
|
2024
Q4 | $768K | Buy |
1,823
+179
| +11% | +$75.5K | 0.32% | 48 |
|
|
2024
Q3 | $707K | Sell |
1,644
-65
| -4% | -$28K | 0.3% | 48 |
|
|
2024
Q2 | $764K | Buy |
1,709
+294
| +21% | +$131K | 0.36% | 45 |
|
|
2024
Q1 | $595K | Sell |
1,415
-45
| -3% | -$18.9K | 0.29% | 47 |
|
|
2023
Q4 | $549K | Buy |
1,460
+424
| +41% | +$159K | 0.28% | 51 |
|
|
2023
Q3 | $327K | Buy |
1,036
+262
| +34% | +$82.7K | 0.19% | 66 |
|
|
2023
Q2 | $264K | Buy |
+774
| New | +$264K | 0.15% | 71 |
|