AWM
Accurate Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
32,832
+7,278
| +28% | +$3.65M | 2.52% | 5 |
|
|
2025
Q1 | $9.92M | Buy |
25,554
+1,087
| +4% | +$422K | 1.89% | 7 |
|
|
2024
Q4 | $10.3M | Buy |
24,467
+1,269
| +5% | +$532K | 1.97% | 7 |
|
|
2024
Q3 | $9.71M | Buy |
23,198
+1,686
| +8% | +$706K | 1.95% | 5 |
|
|
2024
Q2 | $9.77M | Buy |
21,512
+2,722
| +14% | +$1.24M | 2.34% | 4 |
|
|
2024
Q1 | $7.5M | Sell |
18,790
-456
| -2% | -$182K | 2.19% | 4 |
|
|
2023
Q4 | $7.4M | Sell |
19,246
-1,613
| -8% | -$620K | 2.3% | 5 |
|
|
2023
Q3 | $6.93M | Buy |
20,859
+4,230
| +25% | +$1.4M | 2.17% | 9 |
|
|
2023
Q2 | $5.74M | Buy |
16,629
+537
| +3% | +$185K | 1.79% | 8 |
|
|
2023
Q1 | $4.66M | Sell |
16,092
-4,315
| -21% | -$1.25M | 1.61% | 13 |
|
|
2022
Q4 | $4.67M | Sell |
20,407
-1,227
| -6% | -$281K | 1.72% | 9 |
|
|
2022
Q3 | $5.48M | Buy |
21,634
+4,971
| +30% | +$1.26M | 2.29% | 7 |
|
|
2022
Q2 | $4.41M | Sell |
16,663
-1,448
| -8% | -$383K | 2.4% | 7 |
|
|
2022
Q1 | $5.58M | Buy |
18,111
+7,397
| +69% | +$2.28M | 2.5% | 8 |
|
|
2021
Q4 | $3.9M | Buy |
10,714
+606
| +6% | +$220K | 3.18% | 7 |
|
|
2021
Q3 | $3.4M | Sell |
10,108
-83
| -0.8% | -$27.9K | 2.96% | 7 |
|
|
2021
Q2 | $2.76M | Buy |
+10,191
| New | +$2.76M | 2.43% | 7 |
|