WLG
Williamson Legacy Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
965
-50
| -5% | -$24.9K | 0.4% | 88 |
|
|
2025
Q1 | $381K | Sell |
1,015
-2,886
| -74% | -$1.08M | 0.36% | 88 |
|
|
2024
Q4 | $1.64M | Sell |
3,901
-74
| -2% | -$31.2K | 1.1% | 12 |
|
|
2024
Q3 | $1.71M | Sell |
3,975
-3,911
| -50% | -$1.68M | 1.14% | 10 |
|
|
2024
Q2 | $3.52M | Buy |
7,886
+75
| +1% | +$33.5K | 2.62% | 4 |
|
|
2024
Q1 | $3.29M | Buy |
7,811
+66
| +0.9% | +$27.8K | 2.55% | 2 |
|
|
2023
Q4 | $2.91M | Buy |
+7,745
| New | +$2.91M | 2.7% | 2 |
|