WPA
Winning Points Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.24M | Buy |
+7,134
| New | +$2.24M | 3.78% | 4 |
|
|
2024
Q1 | $2.97M | Hold |
7,896
| – | – | 4.58% | 4 |
|
|
2023
Q4 | $2.97M | Buy |
7,896
+762
| +11% | +$287K | 4.58% | 4 |
|
|
2023
Q3 | $2.24M | Sell |
7,134
-762
| -10% | -$239K | 3.96% | 4 |
|
|
2023
Q2 | $2.97M | Sell |
7,896
-13,253
| -63% | -$4.98M | 4.58% | 4 |
|
|
2023
Q1 | $6.1M | Buy |
21,149
+14
| +0.1% | +$4.04K | 6.72% | 4 |
|
|
2022
Q4 | $5.07M | Sell |
21,135
-75
| -0.4% | -$18K | 6.46% | 4 |
|
|
2022
Q3 | $5.11M | Sell |
21,210
-2,277
| -10% | -$548K | 6.24% | 4 |
|
|
2022
Q2 | $6.04M | Sell |
23,487
-2,623
| -10% | -$674K | 6.63% | 3 |
|
|
2022
Q1 | $8.08M | Sell |
26,110
-11,823
| -31% | -$3.66M | 6.27% | 4 |
|
|
2021
Q4 | $5.09M | Buy |
37,933
+10,158
| +37% | +$1.36M | 3.69% | 8 |
|
|
2021
Q3 | $7.83M | Sell |
27,775
-335
| -1% | -$94.4K | 5.73% | 4 |
|
|
2021
Q2 | $7.62M | Sell |
28,110
-2,000
| -7% | -$542K | 5.71% | 4 |
|
|
2021
Q1 | $7.12M | Sell |
30,110
-44
| -0.1% | -$10.4K | 5.33% | 4 |
|
|
2020
Q4 | $6.71M | Sell |
30,154
-1,155
| -4% | -$257K | 5.39% | 5 |
|
|
2020
Q3 | $6.57M | Sell |
31,309
-573
| -2% | -$120K | 5.6% | 3 |
|
|
2020
Q2 | $6.49M | Sell |
31,882
-400
| -1% | -$81.5K | 6.19% | 3 |
|
|
2020
Q1 | $5.09M | Sell |
32,282
-550
| -2% | -$86.6K | 4.96% | 6 |
|
|
2019
Q4 | $5.18M | Sell |
32,832
-101
| -0.3% | -$15.9K | 3.3% | 8 |
|
|
2019
Q3 | $4.54M | Sell |
32,933
-5,000
| -13% | -$689K | 3.28% | 9 |
|
|
2019
Q2 | $5.09M | Hold |
37,933
| – | – | 3.69% | 8 |
|
|
2019
Q1 | $4.48M | Buy |
37,933
+200
| +0.5% | +$23.6K | 3.46% | 7 |
|
|
2018
Q4 | $3.82M | Buy |
37,733
+500
| +1% | +$50.6K | 3.27% | 7 |
|
|
2018
Q3 | $4.26M | Sell |
37,233
-300
| -0.8% | -$34.3K | 3.13% | 10 |
|
|
2018
Q2 | $3.71M | Buy |
37,533
+100
| +0.3% | +$9.88K | 2.96% | 11 |
|
|
2018
Q1 | $3.35M | Sell |
37,433
-300
| -0.8% | -$26.9K | 2.74% | 10 |
|
|
2017
Q4 | $3.23M | Buy |
37,733
+254
| +0.7% | +$21.7K | 2.63% | 13 |
|
|
2017
Q3 | $2.79M | Buy |
37,479
+2,000
| +6% | +$149K | 2.4% | 13 |
|
|
2017
Q2 | $2.42M | Sell |
35,479
-2,300
| -6% | -$157K | 2.36% | 14 |
|
|
2017
Q1 | $2.49M | Sell |
37,779
-400
| -1% | -$26.3K | 2.43% | 11 |
|
|
2016
Q4 | $2.37M | Buy |
+38,179
| New | +$2.37M | 2.59% | 12 |
|