WAG
Wiser Advisor Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
4,285
+172
| +4% | +$85.6K | 3.7% | 9 |
|
|
2025
Q1 | $1.54M | Buy |
4,113
+160
| +4% | +$60.1K | 2.28% | 16 |
|
|
2024
Q4 | $1.67M | Buy |
3,953
+113
| +3% | +$47.6K | 2.42% | 15 |
|
|
2024
Q3 | $1.65M | Buy |
3,840
+308
| +9% | +$133K | 2.47% | 13 |
|
|
2024
Q2 | $1.58M | Buy |
3,532
+88
| +3% | +$39.3K | 2.48% | 12 |
|
|
2024
Q1 | $1.45M | Buy |
3,444
+184
| +6% | +$77.6K | 2.27% | 14 |
|
|
2023
Q4 | $1.23M | Buy |
+3,260
| New | +$1.23M | 2.04% | 16 |
|