WMG Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
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|
2025
Q1 | $3.52M | Buy |
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|
2024
Q4 | $3.68M | Buy |
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|
2024
Q3 | $3.57M | Buy |
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|
2024
Q2 | $3.18M | Buy |
|
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|
2024
Q1 | $2.39M | Buy |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.3M | Sell |
|
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $4.28M | Buy |
|