WA
WFG Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5.78M | Buy |
83,817
+9,043
| +12% | +$623K | 1.31% | 6 |
|
|
2017
Q1 | $4.93M | Buy |
74,774
+6,417
| +9% | +$423K | 1.31% | 7 |
|
|
2016
Q4 | $4.25M | Sell |
68,357
-11,960
| -15% | -$743K | 1.04% | 11 |
|
|
2016
Q3 | $4.63M | Buy |
80,317
+2,242
| +3% | +$129K | 1.15% | 10 |
|
|
2016
Q2 | $4M | Buy |
78,075
+5,597
| +8% | +$286K | 1.07% | 13 |
|
|
2016
Q1 | $4M | Sell |
72,478
-18,973
| -21% | -$1.05M | 1.16% | 14 |
|
|
2015
Q4 | $5.07M | Buy |
91,451
+6,025
| +7% | +$334K | 1.52% | 6 |
|
|
2015
Q3 | $3.78M | Buy |
85,426
+544
| +0.6% | +$24.1K | 1.18% | 11 |
|
|
2015
Q2 | $3.75M | Buy |
84,882
+16,204
| +24% | +$715K | 1.03% | 13 |
|
|
2015
Q1 | $2.79M | Sell |
68,678
-5,919
| -8% | -$241K | 0.78% | 23 |
|
|
2014
Q4 | $3.47M | Sell |
74,597
-1,688
| -2% | -$78.4K | 0.7% | 15 |
|
|
2014
Q3 | $3.54M | Sell |
76,285
-1,218
| -2% | -$56.5K | 0.67% | 17 |
|
|
2014
Q2 | $3.23M | Sell |
77,503
-1,656
| -2% | -$69.1K | 0.6% | 18 |
|
|
2014
Q1 | $3.25M | Sell |
79,159
-10,045
| -11% | -$412K | 0.65% | 18 |
|
|
2013
Q4 | $3.34M | Buy |
89,204
+5,324
| +6% | +$199K | 0.47% | 36 |
|
|
2013
Q3 | $2.79M | Buy |
83,880
+28,331
| +51% | +$943K | 0.43% | 44 |
|
|
2013
Q2 | $1.92M | Buy |
+55,549
| New | +$1.92M | 0.32% | 69 |
|