WFAG
Worth Financial Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.58M | Buy |
15,230
+809
| +6% | +$402K | 4.65% | 2 |
|
|
2025
Q1 | $5.41M | Buy |
14,421
+365
| +3% | +$137K | 3.44% | 4 |
|
|
2024
Q4 | $5.92M | Sell |
14,056
-1,153
| -8% | -$486K | 3.65% | 4 |
|
|
2024
Q3 | $6.54M | Buy |
15,209
+1,056
| +7% | +$454K | 3.85% | 3 |
|
|
2024
Q2 | $6.33M | Buy |
14,153
+985
| +7% | +$440K | 4.15% | 2 |
|
|
2024
Q1 | $5.54M | Buy |
13,168
+380
| +3% | +$160K | 3.84% | 2 |
|
|
2023
Q4 | $4.81M | Buy |
12,788
+75
| +0.6% | +$28.2K | 3.84% | 2 |
|
|
2023
Q3 | $4.01M | Buy |
12,713
+447
| +4% | +$141K | 3.62% | 4 |
|
|
2023
Q2 | $4.18M | Sell |
12,266
-397
| -3% | -$135K | 3.88% | 4 |
|
|
2023
Q1 | $3.65M | Buy |
12,663
+584
| +5% | +$168K | 3.49% | 4 |
|
|
2022
Q4 | $2.9M | Buy |
+12,079
| New | +$2.9M | 3.37% | 5 |
|