APW
Acima Private Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
5,605
+100
| +2% | +$49.7K | 0.95% | 25 |
|
|
2025
Q1 | $2.07M | Sell |
5,505
-1,852
| -25% | -$695K | 0.74% | 30 |
|
|
2024
Q4 | $3.1M | Hold |
7,357
| – | – | 1.04% | 24 |
|
|
2024
Q3 | $3.17M | Hold |
7,357
| – | – | 1.06% | 22 |
|
|
2024
Q2 | $3.29M | Sell |
7,357
-49
| -0.7% | -$21.9K | 1.21% | 22 |
|
|
2024
Q1 | $3.12M | Sell |
7,406
-392
| -5% | -$165K | 1.15% | 23 |
|
|
2023
Q4 | $2.93M | Sell |
7,798
-1,392
| -15% | -$523K | 1.14% | 23 |
|
|
2023
Q3 | $2.9M | Sell |
9,190
-136
| -1% | -$42.9K | 1.29% | 23 |
|
|
2023
Q2 | $3.18M | Hold |
9,326
| – | – | 1.52% | 23 |
|
|
2023
Q1 | $2.69M | Buy |
9,326
+827
| +10% | +$238K | 1.32% | 24 |
|
|
2022
Q4 | $2.04M | Hold |
8,499
| – | – | 1.04% | 27 |
|
|
2022
Q3 | $1.98M | Hold |
8,499
| – | – | 1.02% | 27 |
|
|
2022
Q2 | $2.18M | Buy |
8,499
+124
| +1% | +$31.8K | 1.09% | 27 |
|
|
2022
Q1 | $2.58M | Sell |
8,375
-36
| -0.4% | -$11.1K | 1.19% | 26 |
|
|
2021
Q4 | $2.83M | Sell |
8,411
-949
| -10% | -$319K | 1.22% | 28 |
|
|
2021
Q3 | $2.64M | Hold |
9,360
| – | – | 1.21% | 29 |
|
|
2021
Q2 | $2.54M | Sell |
9,360
-88
| -0.9% | -$23.8K | 1.16% | 28 |
|
|
2021
Q1 | $2.23M | Sell |
9,448
-2,654
| -22% | -$626K | 1.09% | 29 |
|
|
2020
Q4 | $2.69M | Buy |
12,102
+216
| +2% | +$48K | 1.39% | 27 |
|
|
2020
Q3 | $2.5M | Sell |
11,886
-47
| -0.4% | -$9.89K | 1.51% | 22 |
|
|
2020
Q2 | $2.43M | Hold |
11,933
| – | – | 1.57% | 19 |
|
|
2020
Q1 | $1.88M | Sell |
11,933
-150
| -1% | -$23.7K | 1.45% | 22 |
|
|
2019
Q4 | $1.91M | Hold |
12,083
| – | – | 1.32% | 19 |
|
|
2019
Q3 | $1.68M | Buy |
12,083
+300
| +3% | +$41.7K | 1.28% | 20 |
|
|
2019
Q2 | $1.58M | Hold |
11,783
| – | – | 1.24% | 21 |
|
|
2019
Q1 | $1.39M | Buy |
11,783
+854
| +8% | +$101K | 1.19% | 19 |
|
|
2018
Q4 | $1.11M | Buy |
+10,929
| New | +$1.11M | 1.09% | 17 |
|