WFS
Weitzel Financial Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
+497
| New | +$262K | 0.11% | 39 |
|
|
2025
Q1 | – | Sell |
-497
| Closed | -$211K | – | 41 |
|
|
2024
Q4 | $211K | Hold |
497
| – | – | 0.1% | 40 |
|
|
2024
Q3 | $210K | Hold |
497
| – | – | 0.1% | 40 |
|
|
2024
Q2 | $227K | Hold |
497
| – | – | 0.11% | 38 |
|
|
2024
Q1 | $211K | Sell |
497
-313
| -39% | -$133K | 0.11% | 36 |
|
|
2023
Q4 | $299K | Hold |
810
| – | – | 0.16% | 32 |
|
|
2023
Q3 | $258K | Buy |
810
+100
| +14% | +$31.8K | 0.15% | 33 |
|
|
2023
Q2 | $242K | Hold |
710
| – | – | 0.14% | 35 |
|
|
2023
Q1 | $204K | Buy |
+710
| New | +$204K | 0.12% | 36 |
|