WFA
WMG Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
9,314
-69
| -0.7% | -$34.3K | 1.71% | 10 |
|
|
2025
Q1 | $3.52M | Buy |
9,383
+660
| +8% | +$248K | 1.5% | 15 |
|
|
2024
Q4 | $3.68M | Buy |
8,723
+428
| +5% | +$180K | 1.58% | 13 |
|
|
2024
Q3 | $3.57M | Buy |
8,295
+1,181
| +17% | +$508K | 1.61% | 12 |
|
|
2024
Q2 | $3.18M | Buy |
7,114
+1,435
| +25% | +$641K | 1.68% | 10 |
|
|
2024
Q1 | $2.39M | Buy |
5,679
+667
| +13% | +$281K | 1.37% | 12 |
|
|
2023
Q4 | $1.88M | Sell |
5,012
-195
| -4% | -$73.3K | 1.23% | 17 |
|
|
2023
Q3 | $1.64M | Buy |
5,207
+1,039
| +25% | +$328K | 1.4% | 13 |
|
|
2023
Q2 | $1.42M | Sell |
4,168
-118
| -3% | -$40.2K | 1.04% | 19 |
|
|
2023
Q1 | $1.3M | Sell |
4,286
-817
| -16% | -$247K | 1.07% | 30 |
|
|
2022
Q4 | $1.22M | Buy |
5,103
+212
| +4% | +$50.8K | 1.04% | 25 |
|
|
2022
Q3 | $1.14M | Buy |
4,891
+640
| +15% | +$149K | 1.02% | 22 |
|
|
2022
Q2 | $1.09M | Buy |
4,251
+487
| +13% | +$125K | 0.95% | 24 |
|
|
2022
Q1 | $1.16M | Sell |
3,764
-8,951
| -70% | -$2.76M | 0.85% | 27 |
|
|
2021
Q4 | $4.28M | Buy |
+12,715
| New | +$4.28M | 3.34% | 4 |
|