YWS
Yarger Wealth Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
5,884
+550
| +10% | +$274K | 1.53% | 19 |
|
|
2025
Q1 | $2M | Buy |
5,334
+24
| +0.5% | +$9.01K | 1.17% | 25 |
|
|
2024
Q4 | $2.24M | Buy |
5,310
+343
| +7% | +$145K | 1.29% | 23 |
|
|
2024
Q3 | $2.14M | Buy |
4,967
+141
| +3% | +$60.7K | 1.18% | 24 |
|
|
2024
Q2 | $2.16M | Buy |
4,826
+137
| +3% | +$61.2K | 1.3% | 23 |
|
|
2024
Q1 | $1.97M | Buy |
4,689
+520
| +12% | +$219K | 1.34% | 24 |
|
|
2023
Q4 | $1.57M | Buy |
4,169
+457
| +12% | +$172K | 1.27% | 22 |
|
|
2023
Q3 | $1.17M | Buy |
3,712
+134
| +4% | +$42.3K | 1% | 24 |
|
|
2023
Q2 | $1.22M | Buy |
3,578
+195
| +6% | +$66.4K | 1.1% | 22 |
|
|
2023
Q1 | $975K | Buy |
3,383
+9
| +0.3% | +$2.6K | 1.07% | 23 |
|
|
2022
Q4 | $809K | Buy |
3,374
+9
| +0.3% | +$2.16K | 1% | 23 |
|
|
2022
Q3 | $784K | Buy |
3,365
+8
| +0.2% | +$1.86K | 1.04% | 21 |
|
|
2022
Q2 | $899K | Sell |
3,357
-31
| -0.9% | -$8.3K | 1.16% | 18 |
|
|
2022
Q1 | $1.05M | Buy |
3,388
+189
| +6% | +$58.3K | 1.36% | 16 |
|
|
2021
Q4 | $1.08M | Buy |
+3,199
| New | +$1.08M | 1.16% | 18 |
|