WFAG
Wescott Financial Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
10,425
-3,105
| -23% | -$1.54M | 0.5% | 33 |
|
|
2025
Q1 | $5.08M | Buy |
13,530
+4,781
| +55% | +$1.79M | 0.53% | 33 |
|
|
2024
Q4 | $3.69M | Buy |
8,749
+972
| +12% | +$410K | 0.38% | 41 |
|
|
2024
Q3 | $3.35M | Buy |
7,777
+68
| +0.9% | +$29.3K | 0.36% | 44 |
|
|
2024
Q2 | $3.45M | Buy |
7,709
+3,733
| +94% | +$1.67M | 0.4% | 43 |
|
|
2024
Q1 | $1.67M | Sell |
3,976
-598
| -13% | -$252K | 0.21% | 56 |
|
|
2023
Q4 | $1.72M | Buy |
4,574
+3
| +0.1% | +$1.13K | 0.24% | 53 |
|
|
2023
Q3 | $1.44M | Buy |
4,571
+499
| +12% | +$158K | 0.26% | 56 |
|
|
2023
Q2 | $1.39M | Sell |
4,072
-459
| -10% | -$156K | 0.25% | 57 |
|
|
2023
Q1 | $1.31M | Buy |
4,531
+751
| +20% | +$216K | 0.28% | 52 |
|
|
2022
Q4 | $907K | Buy |
3,780
+688
| +22% | +$165K | 0.2% | 68 |
|
|
2022
Q3 | $720K | Buy |
3,092
+363
| +13% | +$84.5K | 0.2% | 66 |
|
|
2022
Q2 | $701K | Sell |
2,729
-13
| -0.5% | -$3.34K | 0.19% | 65 |
|
|
2022
Q1 | $846K | Buy |
2,742
+1,026
| +60% | +$317K | 0.22% | 61 |
|
|
2021
Q4 | $577K | Sell |
1,716
-1,015
| -37% | -$341K | 0.3% | 37 |
|
|
2021
Q3 | $770K | Sell |
2,731
-333
| -11% | -$93.9K | 0.44% | 29 |
|
|
2021
Q2 | $877K | Sell |
3,064
-392
| -11% | -$112K | 0.52% | 24 |
|
|
2021
Q1 | $815K | Buy |
3,456
+2,137
| +162% | +$504K | 0.53% | 21 |
|
|
2020
Q4 | $293K | Buy |
+1,319
| New | +$293K | 0.21% | 43 |
|