WGCA
Wolf Group Capital Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.99M | Buy |
7,955
+2,350
| +42% | +$882K | 1% | 26 |
|
|
2024
Q4 | $1.91M | Hold |
5,605
| – | – | 0.92% | 40 |
|
|
2024
Q3 | $1.91M | Sell |
5,605
-1,489
| -21% | -$507K | 0.91% | 41 |
|
|
2024
Q2 | $3.17M | Buy |
7,094
+1,489
| +27% | +$666K | 1.25% | 22 |
|
|
2024
Q1 | $1.91M | Hold |
5,605
| – | – | 0.91% | 41 |
|
|
2023
Q4 | $1.91M | Buy |
5,605
+52
| +0.9% | +$17.7K | 0.91% | 41 |
|
|
2023
Q3 | $1.75M | Buy |
5,553
+12
| +0.2% | +$3.79K | 0.83% | 42 |
|
|
2023
Q2 | $1.84M | Sell |
5,541
-2,792
| -34% | -$929K | 0.92% | 36 |
|
|
2023
Q1 | $2.4M | Sell |
8,333
-168
| -2% | -$48.4K | 1.19% | 26 |
|
|
2022
Q4 | $2.04M | Buy |
8,501
+1,213
| +17% | +$291K | 0.96% | 33 |
|
|
2022
Q3 | $1.7M | Sell |
7,288
-14
| -0.2% | -$3.26K | 0.93% | 38 |
|
|
2022
Q2 | $1.88M | Buy |
7,302
+276
| +4% | +$70.9K | 0.97% | 34 |
|
|
2022
Q1 | $2.17M | Sell |
7,026
-14,793
| -68% | -$4.56M | 1.11% | 28 |
|
|
2021
Q4 | $7.34M | Buy |
21,819
+14,403
| +194% | +$4.84M | 1.2% | 26 |
|
|
2021
Q3 | $2.09M | Buy |
7,416
+6,012
| +428% | +$1.7M | 1.14% | 27 |
|
|
2021
Q2 | $380K | Buy |
1,404
+379
| +37% | +$103K | 0.2% | 80 |
|
|
2021
Q1 | $242K | Hold |
1,025
| – | – | 0.14% | 92 |
|
|
2020
Q4 | $228K | Hold |
1,025
| – | – | 0.14% | 88 |
|
|
2020
Q3 | $216K | Buy |
+1,025
| New | +$216K | 0.15% | 79 |
|