WAS
Winch Advisory Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Sell |
40,910
-873
| -2% | -$434K | 4.97% | 8 |
|
|
2025
Q1 | $15.7M | Sell |
41,783
-224
| -0.5% | -$84.1K | 4.15% | 9 |
|
|
2024
Q4 | $17.7M | Sell |
42,007
-536
| -1% | -$226K | 4.61% | 8 |
|
|
2024
Q3 | $18.3M | Sell |
42,543
-412
| -1% | -$177K | 5.06% | 5 |
|
|
2024
Q2 | $19.2M | Sell |
42,955
-423
| -1% | -$189K | 5.49% | 4 |
|
|
2024
Q1 | $18.3M | Sell |
43,378
-448
| -1% | -$188K | 5.57% | 4 |
|
|
2023
Q4 | $16.5M | Sell |
43,826
-431
| -1% | -$162K | 5.47% | 5 |
|
|
2023
Q3 | $14M | Sell |
44,257
-1,102
| -2% | -$348K | 5.13% | 5 |
|
|
2023
Q2 | $15.4M | Sell |
45,359
-851
| -2% | -$290K | 5.55% | 5 |
|
|
2023
Q1 | $13.3M | Sell |
46,210
-97
| -0.2% | -$28K | 5.17% | 5 |
|
|
2022
Q4 | $11.1M | Sell |
46,307
-1,831
| -4% | -$439K | 4.74% | 6 |
|
|
2022
Q3 | $11.2M | Buy |
48,138
+6
| +0% | +$1.4K | 4.82% | 6 |
|
|
2022
Q2 | $12.4M | Sell |
48,132
-435
| -0.9% | -$112K | 5.04% | 5 |
|
|
2022
Q1 | $15M | Sell |
48,567
-2,130
| -4% | -$657K | 5.21% | 6 |
|
|
2021
Q4 | $17.1M | Sell |
50,697
-319
| -0.6% | -$107K | 5.64% | 6 |
|
|
2021
Q3 | $14.4M | Buy |
51,016
+191
| +0.4% | +$53.8K | 5.01% | 6 |
|
|
2021
Q2 | $13.8M | Buy |
50,825
+667
| +1% | +$181K | 4.95% | 6 |
|
|
2021
Q1 | $11.8M | Buy |
50,158
+839
| +2% | +$198K | 4.74% | 6 |
|
|
2020
Q4 | $11M | Sell |
49,319
-441
| -0.9% | -$98.1K | 4.56% | 7 |
|
|
2020
Q3 | $10.5M | Sell |
49,760
-440
| -0.9% | -$92.5K | 4.43% | 9 |
|
|
2020
Q2 | $10.2M | Sell |
50,200
-672
| -1% | -$137K | 4.86% | 9 |
|
|
2020
Q1 | $8.02M | Sell |
50,872
-23,014
| -31% | -$3.63M | 3.99% | 9 |
|
|
2019
Q4 | $11.7M | Sell |
73,886
-428
| -0.6% | -$67.5K | 5.53% | 5 |
|
|
2019
Q3 | $10.3M | Buy |
74,314
+2,493
| +3% | +$347K | 5.38% | 5 |
|
|
2019
Q2 | $9.62M | Buy |
71,821
+18,085
| +34% | +$2.42M | 5.01% | 6 |
|
|
2019
Q1 | $6.34M | Buy |
53,736
+4,597
| +9% | +$542K | 3.5% | 8 |
|
|
2018
Q4 | $4.99M | Buy |
49,139
+1,451
| +3% | +$147K | 2.78% | 11 |
|
|
2018
Q3 | $5.45M | Buy |
47,688
+2,950
| +7% | +$337K | 2.74% | 11 |
|
|
2018
Q2 | $4.41M | Buy |
44,738
+12,894
| +40% | +$1.27M | 2.38% | 17 |
|
|
2018
Q1 | $2.91M | Buy |
31,844
+5,527
| +21% | +$504K | 1.7% | 22 |
|
|
2017
Q4 | $2.25M | Buy |
26,317
+1,348
| +5% | +$115K | 1.35% | 25 |
|
|
2017
Q3 | $1.87M | Buy |
24,969
+1,849
| +8% | +$139K | 1.22% | 25 |
|
|
2017
Q2 | $1.59M | Buy |
23,120
+2,205
| +11% | +$152K | 1% | 29 |
|
|
2017
Q1 | $1.38M | Buy |
20,915
+4,938
| +31% | +$325K | 0.87% | 36 |
|
|
2016
Q4 | $993K | Sell |
15,977
-2,129
| -12% | -$132K | 0.68% | 37 |
|
|
2016
Q3 | $1.04M | Buy |
18,106
+10,288
| +132% | +$593K | 0.85% | 34 |
|
|
2016
Q2 | $400K | Buy |
7,818
+7,428
| +1,905% | +$380K | 0.49% | 29 |
|
|
2016
Q1 | $22K | Sell |
390
-124
| -24% | -$7K | 0.04% | 72 |
|
|
2015
Q4 | $29K | Buy |
514
+1
| +0.2% | +$56 | 0.03% | 70 |
|
|
2015
Q3 | $23K | Buy |
513
+1
| +0.2% | +$45 | 0.03% | 77 |
|
|
2015
Q2 | $23K | Sell |
512
-458
| -47% | -$20.6K | 0.01% | 139 |
|
|
2015
Q1 | $39K | Sell |
970
-100,101
| -99% | -$4.02M | 0.02% | 93 |
|
|
2014
Q4 | $4.7M | Buy |
101,071
+168
| +0.2% | +$7.8K | 2.56% | 11 |
|
|
2014
Q3 | $4.68M | Buy |
100,903
+32,984
| +49% | +$1.53M | 3% | 12 |
|
|
2014
Q2 | $2.83M | Buy |
67,919
+39,230
| +137% | +$1.64M | 1.66% | 19 |
|
|
2014
Q1 | $1.18M | Buy |
+28,689
| New | +$1.18M | 0.74% | 36 |
|