WIA
Wetzel Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
4,589
-80
| -2% | -$39.8K | 1.04% | 24 |
|
|
2025
Q1 | $1.75M | Sell |
4,669
-152
| -3% | -$57.1K | 0.88% | 28 |
|
|
2024
Q4 | $2.03M | Sell |
4,821
-20
| -0.4% | -$8.43K | 1.01% | 26 |
|
|
2024
Q3 | $2.08M | Sell |
4,841
-10
| -0.2% | -$4.3K | 1.05% | 25 |
|
|
2024
Q2 | $2.03M | Buy |
4,851
+8
| +0.2% | +$3.35K | 1.16% | 22 |
|
|
2024
Q1 | $1.96M | Sell |
4,843
-74
| -2% | -$29.9K | 1.15% | 22 |
|
|
2023
Q4 | $1.85M | Buy |
+4,917
| New | +$1.85M | 1.14% | 22 |
|