WAM
Wilson Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-28,647
| Closed | -$8.98M | – | 25 |
|
|
2023
Q3 | $8.98M | Hold |
28,647
| – | – | 2.58% | 19 |
|
|
2023
Q2 | $9.76M | Hold |
28,647
| – | – | 2.66% | 19 |
|
|
2023
Q1 | $8.26M | Hold |
28,647
| – | – | 2.29% | 21 |
|
|
2022
Q4 | $6.87M | Hold |
28,647
| – | – | 2.09% | 19 |
|
|
2022
Q3 | $6.67M | Sell |
28,647
-2,584
| -8% | -$602K | 2.25% | 19 |
|
|
2022
Q2 | $8.02M | Hold |
31,231
| – | – | 2.39% | 18 |
|
|
2022
Q1 | $9.63M | Buy |
+31,231
| New | +$9.63M | 2.4% | 19 |
|