WFA
West Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
3,541
+4
| +0.1% | +$1.99K | 0.31% | 31 |
|
|
2025
Q1 | $1.33M | Hold |
3,537
| – | – | 0.25% | 33 |
|
|
2024
Q4 | $1.49M | Buy |
3,537
+1,654
| +88% | +$697K | 0.29% | 32 |
|
|
2024
Q3 | $810K | Buy |
1,883
+222
| +13% | +$95.5K | 0.16% | 36 |
|
|
2024
Q2 | $742K | Sell |
1,661
-17
| -1% | -$7.6K | 0.15% | 36 |
|
|
2024
Q1 | $706K | Buy |
1,678
+34
| +2% | +$14.3K | 0.15% | 37 |
|
|
2023
Q4 | $618K | Sell |
1,644
-20
| -1% | -$7.52K | 0.14% | 38 |
|
|
2023
Q3 | $526K | Buy |
1,664
+12
| +0.7% | +$3.79K | 0.13% | 39 |
|
|
2023
Q2 | $563K | Buy |
1,652
+94
| +6% | +$32K | 0.14% | 36 |
|
|
2023
Q1 | $449K | Hold |
1,558
| – | – | 0.12% | 39 |
|
|
2022
Q4 | $374K | Sell |
1,558
-975
| -38% | -$234K | 0.1% | 40 |
|
|
2022
Q3 | $590K | Sell |
2,533
-17
| -0.7% | -$3.96K | 0.18% | 33 |
|
|
2022
Q2 | $655K | Hold |
2,550
| – | – | 0.19% | 31 |
|
|
2022
Q1 | $786K | Sell |
2,550
-5
| -0.2% | -$1.54K | 0.21% | 33 |
|
|
2021
Q4 | $859K | Hold |
2,555
| – | – | 0.23% | 30 |
|
|
2021
Q3 | $720K | Buy |
2,555
+100
| +4% | +$28.2K | 0.21% | 29 |
|
|
2021
Q2 | $665K | Sell |
2,455
-10
| -0.4% | -$2.71K | 0.2% | 26 |
|
|
2021
Q1 | $581K | Hold |
2,465
| – | – | 0.19% | 28 |
|
|
2020
Q4 | $548K | Buy |
+2,465
| New | +$548K | 0.19% | 24 |
|