WPA
West Paces Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Buy |
10,580
+1,757
| +20% | +$874K | 1.12% | 16 |
|
|
2025
Q1 | $3.31M | Buy |
8,823
+93
| +1% | +$34.9K | 0.75% | 20 |
|
|
2024
Q4 | $3.68M | Buy |
8,730
+105
| +1% | +$44.3K | 0.9% | 20 |
|
|
2024
Q3 | $3.71M | Sell |
8,625
-388
| -4% | -$167K | 0.91% | 18 |
|
|
2024
Q2 | $4.03M | Sell |
9,013
-712
| -7% | -$318K | 1.05% | 18 |
|
|
2024
Q1 | $4.09M | Buy |
9,725
+478
| +5% | +$201K | 1.08% | 16 |
|
|
2023
Q4 | $3.48M | Sell |
9,247
-21
| -0.2% | -$7.9K | 0.98% | 16 |
|
|
2023
Q3 | $2.93M | Sell |
9,268
-961
| -9% | -$303K | 0.92% | 17 |
|
|
2023
Q2 | $3.48M | Sell |
10,229
-1,086
| -10% | -$370K | 1.03% | 16 |
|
|
2023
Q1 | $3.26M | Sell |
11,315
-846
| -7% | -$244K | 1.01% | 17 |
|
|
2022
Q4 | $2.92M | Sell |
12,161
-1,051
| -8% | -$252K | 0.93% | 17 |
|
|
2022
Q3 | $3.08M | Sell |
13,212
-1,344
| -9% | -$313K | 1.09% | 16 |
|
|
2022
Q2 | $3.74M | Buy |
14,556
+444
| +3% | +$114K | 1.27% | 16 |
|
|
2022
Q1 | $4.35M | Buy |
14,112
+1,406
| +11% | +$433K | 1.36% | 13 |
|
|
2021
Q4 | $4.27M | Buy |
12,706
+315
| +3% | +$106K | 1.33% | 13 |
|
|
2021
Q3 | $3.49M | Buy |
12,391
+1,036
| +9% | +$292K | 1.23% | 14 |
|
|
2021
Q2 | $3.08M | Sell |
11,355
-287
| -2% | -$77.7K | 1.13% | 13 |
|
|
2021
Q1 | $2.74M | Buy |
11,642
+604
| +5% | +$142K | 1.1% | 14 |
|
|
2020
Q4 | $2.46M | Sell |
11,038
-579
| -5% | -$129K | 1.09% | 14 |
|
|
2020
Q3 | $2.44M | Sell |
11,617
-525
| -4% | -$110K | 1.25% | 12 |
|
|
2020
Q2 | $2.47M | Sell |
12,142
-1,781
| -13% | -$362K | 1.34% | 12 |
|
|
2020
Q1 | $2.2M | Sell |
13,923
-3,280
| -19% | -$517K | 1.39% | 15 |
|
|
2019
Q4 | $2.71M | Buy |
17,203
+127
| +0.7% | +$20K | 1.48% | 12 |
|
|
2019
Q3 | $2.37M | Sell |
17,076
-3,463
| -17% | -$481K | 1.42% | 12 |
|
|
2019
Q2 | $2.75M | Buy |
20,539
+210
| +1% | +$28.1K | 1.72% | 11 |
|
|
2019
Q1 | $2.4M | Buy |
20,329
+13
| +0.1% | +$1.53K | 1.68% | 10 |
|
|
2018
Q4 | $2.06M | Sell |
20,316
-509
| -2% | -$51.7K | 1.59% | 13 |
|
|
2018
Q3 | $2.38M | Sell |
20,825
-2,066
| -9% | -$236K | 1.71% | 11 |
|
|
2018
Q2 | $2.26M | Sell |
22,891
-1,310
| -5% | -$129K | 1.69% | 11 |
|
|
2018
Q1 | $2.21M | Sell |
24,201
-464
| -2% | -$42.4K | 1.64% | 12 |
|
|
2017
Q4 | $2.11M | Sell |
24,665
-2,370
| -9% | -$203K | 1.56% | 13 |
|
|
2017
Q3 | $2.01M | Buy |
27,035
+27
| +0.1% | +$2.01K | 1.52% | 13 |
|
|
2017
Q2 | $1.86M | Sell |
27,008
-176
| -0.6% | -$12.1K | 1.48% | 11 |
|
|
2017
Q1 | $1.79M | Buy |
27,184
+2,967
| +12% | +$195K | 1.43% | 10 |
|
|
2016
Q4 | $1.5M | Buy |
+24,217
| New | +$1.5M | 1.4% | 11 |
|