WWM
WJ Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Sell |
8,072
-1,498
| -16% | -$745K | 1.27% | 25 |
|
|
2025
Q1 | $3.59M | Sell |
9,570
-3,180
| -25% | -$1.19M | 1.27% | 24 |
|
|
2024
Q4 | $5.37M | Sell |
12,750
-1,214
| -9% | -$512K | 1.85% | 18 |
|
|
2024
Q3 | $6.01M | Sell |
13,964
-1,576
| -10% | -$678K | 2.12% | 16 |
|
|
2024
Q2 | $6.95M | Buy |
15,540
+2,638
| +20% | +$1.18M | 2.53% | 12 |
|
|
2024
Q1 | $5.43M | Buy |
12,902
+772
| +6% | +$325K | 2.16% | 14 |
|
|
2023
Q4 | $4.56M | Buy |
12,130
+692
| +6% | +$260K | 1.98% | 16 |
|
|
2023
Q3 | $3.61M | Buy |
11,438
+528
| +5% | +$167K | 1.75% | 16 |
|
|
2023
Q2 | $3.72M | Buy |
10,910
+8,613
| +375% | +$2.93M | 1.76% | 14 |
|
|
2023
Q1 | $662K | Sell |
2,297
-2,297
| -50% | -$662K | 0.45% | 33 |
|
|
2022
Q4 | $1.1M | Sell |
4,594
-110
| -2% | -$26.4K | 0.64% | 25 |
|
|
2022
Q3 | $1.1M | Sell |
4,704
-230
| -5% | -$53.6K | 0.69% | 25 |
|
|
2022
Q2 | $1.27M | Buy |
4,934
+1,896
| +62% | +$488K | 0.9% | 19 |
|
|
2022
Q1 | $937K | Buy |
3,038
+125
| +4% | +$38.6K | 0.62% | 20 |
|
|
2021
Q4 | $979K | Buy |
2,913
+4
| +0.1% | +$1.34K | 0.59% | 25 |
|
|
2021
Q3 | $819K | Buy |
2,909
+250
| +9% | +$70.4K | 0.54% | 29 |
|
|
2021
Q2 | $720K | Buy |
2,659
+32
| +1% | +$8.67K | 2.23% | 11 |
|
|
2021
Q1 | $619K | Sell |
2,627
-5
| -0.2% | -$1.18K | 1.93% | 15 |
|
|
2020
Q4 | $585K | Buy |
2,632
+150
| +6% | +$33.3K | 1.82% | 13 |
|
|
2020
Q3 | $522K | Sell |
2,482
-2,358
| -49% | -$496K | 1.69% | 13 |
|
|
2020
Q2 | $984K | Buy |
4,840
+2,620
| +118% | +$533K | 0.69% | 21 |
|
|
2020
Q1 | $350K | Buy |
2,220
+65
| +3% | +$10.2K | 1.26% | 17 |
|
|
2019
Q4 | $340K | Buy |
+2,155
| New | +$340K | 0.86% | 29 |
|