WT Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.44M | Sell |
12,004
-6,773
| -36% | -$2.83M | 1.32% | 22 |
|
|
2025
Q4 | $9.08M | Sell |
18,777
-317
| -2% | -$159K | 2.61% | 8 |
|
|
2025
Q3 | $9.89M | Sell |
19,094
-317
| -2% | -$162K | 2.85% | 8 |
|
|
2025
Q2 | $9.65M | Sell |
19,411
-1,674
| -8% | -$727K | 2.86% | 8 |
|
|
2025
Q1 | $7.92M | Sell |
21,085
-2,295
| -10% | -$936K | 2.57% | 8 |
|
|
2024
Q4 | $9.85M | Buy |
23,380
+779
| +3% | +$332K | 3.09% | 6 |
|
|
2024
Q3 | $9.45M | Buy |
22,601
+496
| +2% | +$212K | 3.02% | 5 |
|
|
2024
Q2 | $9.88M | Buy |
22,105
+798
| +4% | +$337K | 3.37% | 3 |
|
|
2024
Q1 | $8.96M | Buy |
21,307
+2,832
| +15% | +$1.15M | 3.2% | 6 |
|
|
2023
Q4 | $6.95M | Buy |
18,475
+5,984
| +48% | +$2.13M | 2.74% | 9 |
|
|
2023
Q3 | $3.94M | Buy |
12,491
+2,140
| +21% | +$707K | 1.69% | 15 |
|
|
2023
Q2 | $3.52M | Sell |
10,351
-2,982
| -22% | -$935K | 1.46% | 15 |
|
|
2023
Q1 | $3.84M | Buy |
13,333
+867
| +7% | +$221K | 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% | +$1.26M | 2.22% | 14 |
|
|
2022
Q2 | $3.65M | Sell |
14,201
-620
| -4% | -$168K | 1.8% | 15 |
|
|
2022
Q1 | $4.57M | Buy |
14,821
+145
| +1% | +$43.6K | 1.75% | 14 |
|
|
2021
Q4 | $4.94M | Sell |
14,676
-545
| -4% | -$177K | 1.81% | 12 |
|
|
2021
Q3 | $4.29M | Buy |
15,221
+441
| +3% | +$128K | 1.65% | 15 |
|
|
2021
Q2 | $4M | Buy |
14,780
+997
| +7% | +$253K | 1.62% | 16 |
|
|
2021
Q1 | $3.25M | Buy |
13,783
+1,651
| +14% | +$383K | 1.5% | 17 |
|
|
2020
Q4 | $2.7M | Buy |
12,132
+3,086
| +34% | +$664K | 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% | +$152K | 1.35% | 16 |
|
|
2020
Q1 | $1.16M | Buy |
7,382
+3,014
| +69% | +$496K | 1.23% | 19 |
|
|
2019
Q4 | $688K | Sell |
4,368
-2
| -0% | -$294 | 0.52% | 41 |
|
|
2019
Q3 | $607K | Buy |
+4,370
| New | +$601K | 0.53% | 45 |
|
Other funds holding MSFT
VCM
VPM
