WFG
Wills Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Buy |
40,963
+128
| +0.3% | +$63.7K | 8.84% | 2 |
|
|
2025
Q1 | $15.3M | Buy |
40,835
+157
| +0.4% | +$58.9K | 6.8% | 2 |
|
|
2024
Q4 | $17.1M | Sell |
40,678
-3,644
| -8% | -$1.54M | 7.4% | 3 |
|
|
2024
Q3 | $19.1M | Buy |
44,322
+115
| +0.3% | +$49.5K | 8% | 2 |
|
|
2024
Q2 | $19.8M | Sell |
44,207
-181
| -0.4% | -$80.9K | 9.1% | 1 |
|
|
2024
Q1 | $18.7M | Sell |
44,388
-113
| -0.3% | -$47.5K | 8.8% | 2 |
|
|
2023
Q4 | $16.7M | Sell |
44,501
-370
| -0.8% | -$139K | 8.45% | 1 |
|
|
2023
Q3 | $14.2M | Buy |
44,871
+128
| +0.3% | +$40.4K | 7.67% | 2 |
|
|
2023
Q2 | $15.2M | Sell |
44,743
-98
| -0.2% | -$33.4K | 7.73% | 3 |
|
|
2023
Q1 | $12.9M | Sell |
44,841
-6,283
| -12% | -$1.81M | 6.97% | 3 |
|
|
2022
Q4 | $12.3M | Sell |
51,124
-386
| -0.7% | -$92.6K | 6.83% | 3 |
|
|
2022
Q3 | $12M | Buy |
51,510
+183
| +0.4% | +$42.6K | 6.66% | 3 |
|
|
2022
Q2 | $13.2M | Sell |
51,327
-520
| -1% | -$134K | 6.48% | 2 |
|
|
2022
Q1 | $16M | Buy |
51,847
+304
| +0.6% | +$93.7K | 6.71% | 3 |
|
|
2021
Q4 | $17.3M | Hold |
51,543
| – | – | 6.86% | 2 |
|
|
2021
Q3 | $14.5M | Sell |
51,543
-5,080
| -9% | -$1.43M | 6.52% | 2 |
|
|
2021
Q2 | $15.3M | Buy |
56,623
+615
| +1% | +$167K | 6.65% | 2 |
|
|
2021
Q1 | $13.2M | Buy |
56,008
+94
| +0.2% | +$22.2K | 6.41% | 2 |
|
|
2020
Q4 | $12.4M | Buy |
55,914
+705
| +1% | +$157K | 6.2% | 2 |
|
|
2020
Q3 | $11.6M | Sell |
55,209
-29
| -0.1% | -$6.1K | 6.75% | 2 |
|
|
2020
Q2 | $11.2M | Sell |
55,238
-244
| -0.4% | -$49.7K | 6.99% | 1 |
|
|
2020
Q1 | $8.75M | Buy |
55,482
+1,767
| +3% | +$279K | 6.23% | 2 |
|
|
2019
Q4 | $8.47M | Sell |
53,715
-67
| -0.1% | -$10.6K | 4.87% | 4 |
|
|
2019
Q3 | $7.48M | Sell |
53,782
-80
| -0.1% | -$11.1K | 4.8% | 3 |
|
|
2019
Q2 | $7.22M | Buy |
53,862
+118
| +0.2% | +$15.8K | 4.7% | 4 |
|
|
2019
Q1 | $6.34M | Sell |
53,744
-253
| -0.5% | -$29.8K | 4.3% | 6 |
|
|
2018
Q4 | $5.48M | Buy |
53,997
+5,153
| +11% | +$523K | 4.22% | 6 |
|
|
2018
Q3 | $5.59M | Buy |
48,844
+1,864
| +4% | +$213K | 3.69% | 6 |
|
|
2018
Q2 | $4.63M | Buy |
46,980
+1,316
| +3% | +$130K | 3.36% | 8 |
|
|
2018
Q1 | $4.17M | Sell |
45,664
-1,365
| -3% | -$125K | 3.08% | 9 |
|
|
2017
Q4 | $4.02M | Buy |
47,029
+1,901
| +4% | +$163K | 2.8% | 12 |
|
|
2017
Q3 | $3.36M | Buy |
45,128
+1,123
| +3% | +$83.7K | 2.47% | 13 |
|
|
2017
Q2 | $3.03M | Buy |
44,005
+2,179
| +5% | +$150K | 2.25% | 13 |
|
|
2017
Q1 | $2.76M | Buy |
41,826
+1,492
| +4% | +$98.3K | 2.11% | 14 |
|
|
2016
Q4 | $2.51M | Buy |
40,334
+1,971
| +5% | +$122K | 2.04% | 15 |
|
|
2016
Q3 | $2.21M | Sell |
38,363
-1,911
| -5% | -$110K | 1.93% | 18 |
|
|
2016
Q2 | $2.06M | Buy |
40,274
+3,154
| +8% | +$161K | 1.72% | 23 |
|
|
2016
Q1 | $2.05M | Buy |
37,120
+299
| +0.8% | +$16.5K | 1.77% | 18 |
|
|
2015
Q4 | $2.04M | Buy |
36,821
+1,538
| +4% | +$85.3K | 1.8% | 20 |
|
|
2015
Q3 | $1.56M | Buy |
35,283
+1,028
| +3% | +$45.5K | 1.44% | 26 |
|
|
2015
Q2 | $1.51M | Buy |
34,255
+3,380
| +11% | +$149K | 1.29% | 26 |
|
|
2015
Q1 | $1.26M | Buy |
30,875
+4,091
| +15% | +$166K | 1.03% | 30 |
|
|
2014
Q4 | $1.24M | Buy |
26,784
+753
| +3% | +$35K | 1.01% | 30 |
|
|
2014
Q3 | $1.21M | Buy |
26,031
+248
| +1% | +$11.5K | 1.02% | 33 |
|
|
2014
Q2 | $1.08M | Buy |
25,783
+1,054
| +4% | +$43.9K | 0.89% | 36 |
|
|
2014
Q1 | $1.01M | Sell |
24,729
-1,340
| -5% | -$54.9K | 0.96% | 37 |
|
|
2013
Q4 | $975K | Buy |
+26,069
| New | +$975K | 1% | 36 |
|