WR Wealth Planners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.36M | Sell |
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|
2024
Q3 | $4.84M | Buy |
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|
2024
Q2 | $5.01M | Buy |
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|
2024
Q1 | $4.63M | Buy |
|
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|
2023
Q4 | $4.04M | Buy |
|
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|
2023
Q3 | $3.34M | Buy |
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|
2023
Q2 | $3.4M | Buy |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $846K | Buy |
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|
2022
Q3 | $791K | Buy |
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|
2022
Q2 | $831K | Buy |
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|
2022
Q1 | $986K | Buy |
|