WWP
WR Wealth Planners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.36M | Sell |
10,349
-894
| -8% | -$377K | 1.4% | 13 |
|
|
2024
Q3 | $4.84M | Buy |
11,243
+42
| +0.4% | +$18.1K | 1.35% | 15 |
|
|
2024
Q2 | $5.01M | Buy |
11,201
+185
| +2% | +$82.7K | 1.53% | 14 |
|
|
2024
Q1 | $4.63M | Buy |
11,016
+275
| +3% | +$116K | 1.44% | 15 |
|
|
2023
Q4 | $4.04M | Buy |
10,741
+155
| +1% | +$58.3K | 1.5% | 14 |
|
|
2023
Q3 | $3.34M | Buy |
10,586
+614
| +6% | +$194K | 1.27% | 17 |
|
|
2023
Q2 | $3.4M | Buy |
9,972
+2,419
| +32% | +$824K | 1.32% | 18 |
|
|
2023
Q1 | $2.18M | Buy |
7,553
+4,024
| +114% | +$1.16M | 0.94% | 23 |
|
|
2022
Q4 | $846K | Buy |
3,529
+132
| +4% | +$31.7K | 0.52% | 35 |
|
|
2022
Q3 | $791K | Buy |
3,397
+162
| +5% | +$37.7K | 0.56% | 31 |
|
|
2022
Q2 | $831K | Buy |
3,235
+39
| +1% | +$10K | 0.55% | 32 |
|
|
2022
Q1 | $986K | Buy |
+3,196
| New | +$986K | 0.59% | 32 |
|