WIA
World Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
222,977
+34,808
| +18% | +$17.3M | 2.52% | 3 |
|
|
2025
Q1 | $70.6M | Buy |
188,169
+8,256
| +5% | +$3.1M | 1.83% | 4 |
|
|
2024
Q4 | $75.8M | Buy |
179,913
+26,230
| +17% | +$11.1M | 2.08% | 3 |
|
|
2024
Q3 | $66.1M | Buy |
153,683
+98,820
| +180% | +$42.5M | 2.07% | 3 |
|
|
2024
Q2 | $24.5M | Buy |
54,863
+39,841
| +265% | +$17.8M | 1.53% | 8 |
|
|
2024
Q1 | $9.26M | Sell |
15,022
-9,709
| -39% | -$5.98M | 1.32% | 11 |
|
|
2023
Q4 | $9.3M | Buy |
24,731
+20,758
| +522% | +$7.81M | 1.21% | 18 |
|
|
2023
Q3 | $1.25M | Buy |
3,973
+118
| +3% | +$37.3K | 0.25% | 78 |
|
|
2023
Q2 | $1.31M | Buy |
3,855
+579
| +18% | +$197K | 0.25% | 71 |
|
|
2023
Q1 | $945K | Buy |
3,276
+224
| +7% | +$64.6K | 0.2% | 87 |
|
|
2022
Q4 | $732K | Sell |
3,052
-1,659
| -35% | -$398K | 0.17% | 94 |
|
|
2022
Q3 | $1.1M | Sell |
4,711
-11
| -0.2% | -$2.56K | 0.26% | 62 |
|
|
2022
Q2 | $1.33M | Sell |
4,722
-11
| -0.2% | -$3.11K | 0.28% | 57 |
|
|
2022
Q1 | $1.46M | Buy |
4,733
+143
| +3% | +$44.1K | 0.3% | 58 |
|
|
2021
Q4 | $1.39M | Buy |
4,590
+96
| +2% | +$29K | 0.29% | 63 |
|
|
2021
Q3 | $1.27M | Sell |
4,494
-143
| -3% | -$40.3K | 0.29% | 63 |
|
|
2021
Q2 | $1.26M | Buy |
4,637
+20
| +0.4% | +$5.42K | 0.29% | 59 |
|
|
2021
Q1 | $1.12M | Buy |
4,617
+78
| +2% | +$19K | 0.27% | 66 |
|
|
2020
Q4 | $1.11M | Buy |
4,539
+1,437
| +46% | +$352K | 0.28% | 64 |
|
|
2020
Q3 | $652K | Sell |
3,102
-17
| -0.5% | -$3.57K | 0.22% | 71 |
|
|
2020
Q2 | $652K | Sell |
3,119
-718
| -19% | -$150K | 0.23% | 67 |
|
|
2020
Q1 | $605K | Buy |
3,837
+653
| +21% | +$103K | 0.28% | 57 |
|
|
2019
Q4 | $502K | Sell |
3,184
-1,917
| -38% | -$302K | 0.2% | 73 |
|
|
2019
Q3 | $709K | Sell |
5,101
-15
| -0.3% | -$2.09K | 0.3% | 47 |
|
|
2019
Q2 | $700K | Sell |
5,116
-90
| -2% | -$12.3K | 0.31% | 43 |
|
|
2019
Q1 | $614K | Sell |
5,206
-4,087
| -44% | -$482K | 0.28% | 52 |
|
|
2018
Q4 | $988K | Buy |
+9,293
| New | +$988K | 0.44% | 37 |
|