WMA
West Michigan Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
25,229
+5,611
| +29% | +$2.79M | 3.54% | 4 |
|
|
2025
Q1 | $7.36M | Sell |
19,618
-5,630
| -22% | -$2.11M | 2.44% | 5 |
|
|
2024
Q4 | $10.6M | Sell |
25,248
-535
| -2% | -$226K | 3.21% | 5 |
|
|
2024
Q3 | $11.1M | Buy |
25,783
+5,663
| +28% | +$2.44M | 3.35% | 3 |
|
|
2024
Q2 | $8.99M | Buy |
20,120
+578
| +3% | +$258K | 2.86% | 4 |
|
|
2024
Q1 | $8.22M | Buy |
19,542
+801
| +4% | +$337K | 2.67% | 5 |
|
|
2023
Q4 | $7.05M | Buy |
18,741
+390
| +2% | +$147K | 2.67% | 7 |
|
|
2023
Q3 | $5.79M | Sell |
18,351
-41
| -0.2% | -$12.9K | 3.1% | 7 |
|
|
2023
Q2 | $6.26M | Buy |
18,392
+615
| +3% | +$209K | 2.5% | 6 |
|
|
2023
Q1 | $5.13M | Buy |
17,777
+4,212
| +31% | +$1.21M | 2.91% | 9 |
|
|
2022
Q4 | $3.25M | Buy |
13,565
+195
| +1% | +$46.8K | 2.37% | 13 |
|
|
2022
Q3 | $3.11M | Buy |
13,370
+290
| +2% | +$67.5K | 2.71% | 8 |
|
|
2022
Q2 | $3.36M | Buy |
13,080
+600
| +5% | +$154K | 2.88% | 7 |
|
|
2022
Q1 | $3.85M | Buy |
12,480
+937
| +8% | +$289K | 2.6% | 10 |
|
|
2021
Q4 | $3.88M | Buy |
+11,543
| New | +$3.88M | 2.89% | 8 |
|