1WA
180 Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.7M | Sell |
105,863
-5,867
| -5% | -$2.92M | 7.34% | 1 |
|
|
2025
Q1 | $41.9M | Buy |
111,730
+2,385
| +2% | +$895K | 6.68% | 1 |
|
|
2024
Q4 | $46.1M | Sell |
109,345
-523
| -0.5% | -$220K | 7.22% | 1 |
|
|
2024
Q3 | $47.3M | Sell |
109,868
-635
| -0.6% | -$273K | 7.44% | 1 |
|
|
2024
Q2 | $50.2M | Sell |
110,503
-1,539
| -1% | -$700K | 8.19% | 1 |
|
|
2024
Q1 | $47.1M | Sell |
112,042
-23
| -0% | -$9.68K | 8.47% | 1 |
|
|
2023
Q4 | $41.6M | Sell |
112,065
-1,862
| -2% | -$691K | 8.32% | 1 |
|
|
2023
Q3 | $36M | Buy |
113,927
+45
| +0% | +$14.2K | 8.1% | 1 |
|
|
2023
Q2 | $38.5M | Sell |
113,882
-507
| -0.4% | -$171K | 8.45% | 1 |
|
|
2023
Q1 | $33M | Sell |
114,389
-254
| -0.2% | -$73.2K | 7.67% | 1 |
|
|
2022
Q4 | $28.4M | Buy |
114,643
+18
| +0% | +$4.46K | 6.69% | 1 |
|
|
2022
Q3 | $26.7M | Sell |
114,625
-1,388
| -1% | -$323K | 7.35% | 1 |
|
|
2022
Q2 | $30.1M | Buy |
116,013
+1,165
| +1% | +$302K | 7.69% | 1 |
|
|
2022
Q1 | $32.8M | Sell |
114,848
-367
| -0.3% | -$105K | 7.15% | 1 |
|
|
2021
Q4 | $34.1M | Sell |
115,215
-217
| -0.2% | -$64.2K | 7.66% | 1 |
|
|
2021
Q3 | $35.1M | Sell |
115,432
-282
| -0.2% | -$85.8K | 7.74% | 1 |
|
|
2021
Q2 | $33.1M | Sell |
115,714
-1,243
| -1% | -$356K | 7.58% | 1 |
|
|
2021
Q1 | $28.7M | Sell |
116,957
-3,475
| -3% | -$852K | 7.11% | 1 |
|
|
2020
Q4 | $26.1M | Buy |
120,432
+9,662
| +9% | +$2.09M | 7.52% | 1 |
|
|
2020
Q3 | $23.8M | Buy |
110,770
+2,950
| +3% | +$633K | 8.92% | 1 |
|
|
2020
Q2 | $21.9M | Sell |
107,820
-3,334
| -3% | -$676K | 8.69% | 1 |
|
|
2020
Q1 | $17.3M | Sell |
111,154
-34
| -0% | -$5.28K | 8.96% | 1 |
|
|
2019
Q4 | $18.1M | Buy |
111,188
+11,947
| +12% | +$1.95M | 7.23% | 1 |
|
|
2019
Q3 | $13.9M | Buy |
99,241
+1,563
| +2% | +$218K | 6.13% | 1 |
|
|
2019
Q2 | $13.5M | Sell |
97,678
-16,148
| -14% | -$2.23M | 6.07% | 1 |
|
|
2019
Q1 | $14.3M | Buy |
113,826
+12,220
| +12% | +$1.53M | 6.48% | 1 |
|
|
2018
Q4 | $11.6M | Hold |
101,606
| – | – | 5.42% | 1 |
|
|
2018
Q3 | $11.6M | Buy |
101,606
+4,430
| +5% | +$507K | 5.37% | 1 |
|
|
2018
Q2 | $9.58M | Sell |
97,176
-2,065
| -2% | -$204K | 4.75% | 1 |
|
|
2018
Q1 | $9.06M | Sell |
99,241
-6,448
| -6% | -$589K | 4.7% | 1 |
|
|
2017
Q4 | $9.04M | Buy |
+105,689
| New | +$9.04M | 4.6% | 1 |
|