AWM
Accel Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Buy |
9,733
+203
| +2% | +$101K | 1.62% | 13 |
|
|
2025
Q1 | $3.58M | Sell |
9,530
-64
| -0.7% | -$24K | 1.29% | 14 |
|
|
2024
Q4 | $4.04M | Sell |
9,594
-77
| -0.8% | -$32.5K | 1.53% | 13 |
|
|
2024
Q3 | $4.16M | Buy |
9,671
+332
| +4% | +$143K | 1.55% | 14 |
|
|
2024
Q2 | $4.17M | Buy |
9,339
+2,292
| +33% | +$1.02M | 1.67% | 15 |
|
|
2024
Q1 | $2.96M | Buy |
7,047
+758
| +12% | +$319K | 1.26% | 18 |
|
|
2023
Q4 | $2.36M | Buy |
6,289
+622
| +11% | +$234K | 1.19% | 21 |
|
|
2023
Q3 | $1.79M | Buy |
5,667
+528
| +10% | +$167K | 1% | 27 |
|
|
2023
Q2 | $1.75M | Buy |
5,139
+200
| +4% | +$68.1K | 0.96% | 26 |
|
|
2023
Q1 | $1.42M | Sell |
4,939
-27
| -0.5% | -$7.78K | 0.58% | 49 |
|
|
2022
Q4 | $1.19M | Sell |
4,966
-238
| -5% | -$57.1K | 0.57% | 49 |
|
|
2022
Q3 | $1.3M | Sell |
5,204
-462
| -8% | -$115K | 0.69% | 39 |
|
|
2022
Q2 | $1.46M | Buy |
5,666
+616
| +12% | +$158K | 0.84% | 31 |
|
|
2022
Q1 | $1.56M | Sell |
5,050
-354
| -7% | -$110K | 0.81% | 35 |
|
|
2021
Q4 | $1.82M | Buy |
5,404
+818
| +18% | +$275K | 0.89% | 33 |
|
|
2021
Q3 | $1.29M | Buy |
4,586
+174
| +4% | +$49.1K | 0.84% | 33 |
|
|
2021
Q2 | $1.2M | Buy |
4,412
+101
| +2% | +$27.4K | 0.79% | 33 |
|
|
2021
Q1 | $1.02M | Buy |
4,311
+243
| +6% | +$57.3K | 0.82% | 27 |
|
|
2020
Q4 | $905K | Buy |
+4,068
| New | +$905K | 0.84% | 24 |
|