AWP
Abacus Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
7,635
+351
| +5% | +$175K | 0.58% | 18 |
|
|
2025
Q1 | $2.73M | Sell |
7,284
-1,342
| -16% | -$504K | 0.41% | 17 |
|
|
2024
Q4 | $3.64M | Sell |
8,626
-486
| -5% | -$205K | 0.54% | 16 |
|
|
2024
Q3 | $3.92M | Buy |
9,112
+837
| +10% | +$360K | 0.59% | 16 |
|
|
2024
Q2 | $3.7M | Sell |
8,275
-676
| -8% | -$302K | 0.61% | 16 |
|
|
2024
Q1 | $3.77M | Sell |
8,951
-90
| -1% | -$37.9K | 0.63% | 16 |
|
|
2023
Q4 | $3.4M | Sell |
9,041
-1,544
| -15% | -$581K | 0.57% | 16 |
|
|
2023
Q3 | $3.34M | Buy |
10,585
+5,719
| +118% | +$1.81M | 1.03% | 15 |
|
|
2023
Q2 | $1.66M | Sell |
4,866
-1,349
| -22% | -$459K | 0.5% | 17 |
|
|
2023
Q1 | $1.93M | Buy |
6,215
+553
| +10% | +$172K | 0.64% | 16 |
|
|
2022
Q4 | $1.36M | Buy |
5,662
+99
| +2% | +$23.7K | 0.48% | 19 |
|
|
2022
Q3 | $1.3M | Sell |
5,563
-1,080
| -16% | -$252K | 0.69% | 15 |
|
|
2022
Q2 | $1.71M | Sell |
6,643
-1,041
| -14% | -$267K | 0.89% | 12 |
|
|
2022
Q1 | $2.37M | Sell |
7,684
-1,112
| -13% | -$343K | 1.05% | 12 |
|
|
2021
Q4 | $2.96M | Sell |
8,796
-1,027
| -10% | -$345K | 1.05% | 13 |
|
|
2021
Q3 | $2.77M | Sell |
9,823
-44
| -0.4% | -$12.4K | 1.02% | 13 |
|
|
2021
Q2 | $2.67M | Buy |
9,867
+1,094
| +12% | +$296K | 1.05% | 14 |
|
|
2021
Q1 | $2.07M | Buy |
8,773
+1,659
| +23% | +$391K | 1.47% | 14 |
|
|
2020
Q4 | $1.58M | Buy |
+7,114
| New | +$1.58M | 1.38% | 15 |
|