WWM
WT Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.92M | Sell |
21,085
-2,295
| -10% | -$862K | 2.57% | 8 |
|
|
2024
Q4 | $9.85M | Buy |
23,380
+779
| +3% | +$328K | 3.09% | 6 |
|
|
2024
Q3 | $9.45M | Buy |
22,601
+496
| +2% | +$207K | 3.02% | 5 |
|
|
2024
Q2 | $9.88M | Buy |
22,105
+798
| +4% | +$357K | 3.37% | 3 |
|
|
2024
Q1 | $8.96M | Buy |
21,307
+2,832
| +15% | +$1.19M | 3.2% | 6 |
|
|
2023
Q4 | $6.95M | Buy |
18,475
+5,984
| +48% | +$2.25M | 2.74% | 9 |
|
|
2023
Q3 | $3.94M | Buy |
12,491
+2,140
| +21% | +$676K | 1.69% | 15 |
|
|
2023
Q2 | $3.52M | Sell |
10,351
-2,982
| -22% | -$1.02M | 1.46% | 15 |
|
|
2023
Q1 | $3.84M | Buy |
13,333
+867
| +7% | +$250K | 1.66% | 14 |
|
|
2022
Q4 | $2.99M | Sell |
12,466
-6,520
| -34% | -$1.56M | 1.45% | 21 |
|
|
2022
Q3 | $4.42M | Buy |
18,986
+4,785
| +34% | +$1.11M | 2.22% | 14 |
|
|
2022
Q2 | $3.65M | Sell |
14,201
-620
| -4% | -$159K | 1.8% | 15 |
|
|
2022
Q1 | $4.57M | Buy |
14,821
+145
| +1% | +$44.7K | 1.75% | 14 |
|
|
2021
Q4 | $4.94M | Sell |
14,676
-545
| -4% | -$183K | 1.81% | 12 |
|
|
2021
Q3 | $4.29M | Buy |
15,221
+441
| +3% | +$124K | 1.65% | 15 |
|
|
2021
Q2 | $4M | Buy |
14,780
+997
| +7% | +$270K | 1.62% | 16 |
|
|
2021
Q1 | $3.25M | Buy |
13,783
+1,651
| +14% | +$389K | 1.5% | 17 |
|
|
2020
Q4 | $2.7M | Buy |
12,132
+3,086
| +34% | +$686K | 1.47% | 13 |
|
|
2020
Q3 | $1.9M | Buy |
9,046
+829
| +10% | +$174K | 1.26% | 21 |
|
|
2020
Q2 | $1.67M | Buy |
8,217
+835
| +11% | +$170K | 1.35% | 16 |
|
|
2020
Q1 | $1.16M | Buy |
7,382
+3,014
| +69% | +$475K | 1.23% | 19 |
|
|
2019
Q4 | $688K | Sell |
4,368
-2
| -0% | -$315 | 0.52% | 41 |
|
|
2019
Q3 | $607K | Buy |
+4,370
| New | +$607K | 0.53% | 45 |
|