WAM
WFA Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
1,013
-3
| -0.3% | -$1.34K | 0.26% | 31 |
|
|
2025
Q1 | $427K | Buy |
1,016
+192
| +23% | +$80.8K | 0.22% | 35 |
|
|
2024
Q4 | $347K | Sell |
824
-134
| -14% | -$56.5K | 0.19% | 39 |
|
|
2024
Q3 | $412K | Sell |
958
-55
| -5% | -$23.7K | 0.22% | 37 |
|
|
2024
Q2 | $453K | Sell |
1,013
-3
| -0.3% | -$1.34K | 0.26% | 31 |
|
|
2024
Q1 | $427K | Buy |
1,016
+216
| +27% | +$90.9K | 0.22% | 35 |
|
|
2023
Q4 | $301K | Buy |
800
+175
| +28% | +$65.8K | 0.16% | 41 |
|
|
2023
Q3 | $197K | Buy |
625
+8
| +1% | +$2.53K | 0.12% | 50 |
|
|
2023
Q2 | $210K | Buy |
617
+1
| +0.2% | +$341 | 0.12% | 49 |
|
|
2023
Q1 | $178K | Buy |
616
+2
| +0.3% | +$576 | 0.11% | 54 |
|
|
2022
Q4 | $147K | Sell |
614
-60
| -9% | -$14.4K | 0.1% | 60 |
|
|
2022
Q3 | $157K | Buy |
674
+1
| +0.1% | +$233 | 0.11% | 53 |
|
|
2022
Q2 | $173K | Sell |
673
-6
| -0.9% | -$1.54K | 0.12% | 52 |
|
|
2022
Q1 | $209K | Buy |
679
+9
| +1% | +$2.78K | 0.14% | 46 |
|
|
2021
Q4 | $225K | Buy |
+670
| New | +$225K | 0.15% | 43 |
|