WAG
Windsor Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
2,122
+91
| +4% | +$45.3K | 1.5% | 12 |
|
|
2025
Q1 | $762K | Sell |
2,031
-15
| -0.7% | -$5.63K | 0.99% | 16 |
|
|
2024
Q4 | $862K | Sell |
2,046
-507
| -20% | -$214K | 1% | 16 |
|
|
2024
Q3 | $1.1M | Sell |
2,553
-774
| -23% | -$333K | 1.24% | 18 |
|
|
2024
Q2 | $1.49M | Buy |
3,327
+930
| +39% | +$416K | 2.98% | 11 |
|
|
2024
Q1 | $1.01M | Buy |
2,397
+67
| +3% | +$28.2K | 2.84% | 10 |
|
|
2023
Q4 | $876K | Sell |
2,330
-2,304
| -50% | -$866K | 2.61% | 10 |
|
|
2023
Q3 | $1.46M | Sell |
4,634
-122
| -3% | -$38.5K | 3.48% | 10 |
|
|
2023
Q2 | $1.62M | Sell |
4,756
-59
| -1% | -$20.1K | 4% | 9 |
|
|
2023
Q1 | $1.39M | Sell |
4,815
-181
| -4% | -$52.2K | 3.32% | 10 |
|
|
2022
Q4 | $1.2M | Buy |
+4,996
| New | +$1.2M | 3.18% | 8 |
|