WFA
WestHill Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
6,301
+11
| +0.2% | +$5.47K | 0.66% | 17 |
|
|
2025
Q1 | $2.36M | Sell |
6,290
-511
| -8% | -$192K | 0.54% | 19 |
|
|
2024
Q4 | $2.87M | Sell |
6,801
-95
| -1% | -$40K | 0.64% | 19 |
|
|
2024
Q3 | $2.97M | Buy |
6,896
+114
| +2% | +$49.1K | 0.67% | 19 |
|
|
2024
Q2 | $3.03M | Sell |
6,782
-339
| -5% | -$152K | 0.74% | 18 |
|
|
2024
Q1 | $3M | Sell |
7,121
-343
| -5% | -$144K | 0.74% | 18 |
|
|
2023
Q4 | $2.81M | Buy |
7,464
+417
| +6% | +$157K | 0.74% | 18 |
|
|
2023
Q3 | $2.23M | Buy |
7,047
+703
| +11% | +$222K | 0.65% | 19 |
|
|
2023
Q2 | $2.16M | Sell |
6,344
-61
| -1% | -$20.8K | 0.61% | 19 |
|
|
2023
Q1 | $1.85M | Sell |
6,405
-298
| -4% | -$85.9K | 0.55% | 19 |
|
|
2022
Q4 | $1.61M | Buy |
6,703
+187
| +3% | +$44.8K | 0.51% | 20 |
|
|
2022
Q3 | $1.52M | Sell |
6,516
-23
| -0.4% | -$5.36K | 0.52% | 20 |
|
|
2022
Q2 | $1.68M | Hold |
6,539
| – | – | 0.55% | 19 |
|
|
2022
Q1 | $2.02M | Sell |
6,539
-252
| -4% | -$77.7K | 0.58% | 19 |
|
|
2021
Q4 | $2.28M | Buy |
6,791
+1,179
| +21% | +$397K | 0.65% | 20 |
|
|
2021
Q3 | $1.58M | Buy |
+5,612
| New | +$1.58M | 0.49% | 21 |
|
|
2021
Q1 | $1.06M | Sell |
4,477
-21
| -0.5% | -$4.95K | 0.38% | 21 |
|
|
2020
Q4 | $1M | Buy |
+4,498
| New | +$1M | 0.39% | 20 |
|