AWA
Acorn Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Sell |
15,633
-320
| -2% | -$159K | 2.89% | 4 |
|
|
2025
Q1 | $5.99M | Sell |
15,953
-53
| -0.3% | -$19.9K | 2.49% | 5 |
|
|
2024
Q4 | $6.75M | Buy |
16,006
+24
| +0.2% | +$10.1K | 2.79% | 5 |
|
|
2024
Q3 | $6.88M | Buy |
15,982
+265
| +2% | +$114K | 2.95% | 5 |
|
|
2024
Q2 | $7.02M | Buy |
15,717
+531
| +3% | +$237K | 3.47% | 4 |
|
|
2024
Q1 | $6.39M | Sell |
15,186
-52
| -0.3% | -$21.9K | 3.33% | 4 |
|
|
2023
Q4 | $5.73M | Sell |
15,238
-105
| -0.7% | -$39.5K | 3.4% | 3 |
|
|
2023
Q3 | $4.84M | Sell |
15,343
-118
| -0.8% | -$37.3K | 3.22% | 3 |
|
|
2023
Q2 | $5.27M | Buy |
15,461
+345
| +2% | +$117K | 3.59% | 3 |
|
|
2023
Q1 | $4.36M | Sell |
15,116
-958
| -6% | -$276K | 3.22% | 3 |
|
|
2022
Q4 | $3.86M | Buy |
16,074
+130
| +0.8% | +$31.2K | 2.95% | 4 |
|
|
2022
Q3 | $3.71M | Buy |
15,944
+1,231
| +8% | +$287K | 3.04% | 4 |
|
|
2022
Q2 | $3.78M | Buy |
14,713
+36
| +0.2% | +$9.25K | 2.98% | 3 |
|
|
2022
Q1 | $4.53M | Sell |
14,677
-61
| -0.4% | -$18.8K | 3.11% | 3 |
|
|
2021
Q4 | $4.96M | Sell |
14,738
-79
| -0.5% | -$26.6K | 3.14% | 3 |
|
|
2021
Q3 | $4.18M | Sell |
14,817
-140
| -0.9% | -$39.5K | 2.92% | 4 |
|
|
2021
Q2 | $4.05M | Sell |
14,957
-7
| -0% | -$1.9K | 2.8% | 6 |
|
|
2021
Q1 | $3.53M | Buy |
14,964
+155
| +1% | +$36.5K | 2.53% | 6 |
|
|
2020
Q4 | $3.29M | Sell |
14,809
-131
| -0.9% | -$29.1K | 2.59% | 6 |
|
|
2020
Q3 | $3.14M | Sell |
14,940
-38
| -0.3% | -$7.99K | 2.75% | 6 |
|
|
2020
Q2 | $3.05M | Sell |
14,978
-128
| -0.8% | -$26K | 2.84% | 5 |
|
|
2020
Q1 | $2.43M | Buy |
15,106
+2,268
| +18% | +$365K | 2.73% | 7 |
|
|
2019
Q4 | $2.04M | Buy |
12,838
+161
| +1% | +$25.5K | 1.71% | 11 |
|
|
2019
Q3 | $1.87M | Buy |
12,677
+143
| +1% | +$21.1K | 1.6% | 15 |
|
|
2019
Q2 | $1.73M | Buy |
12,534
+79
| +0.6% | +$10.9K | 1.59% | 14 |
|
|
2019
Q1 | $1.51M | Sell |
12,455
-97
| -0.8% | -$11.7K | 1.36% | 14 |
|
|
2018
Q4 | $1.3M | Sell |
12,552
-300
| -2% | -$31.1K | 1.33% | 16 |
|
|
2018
Q3 | $1.36M | Buy |
12,852
+5
| +0% | +$531 | 1.35% | 16 |
|
|
2018
Q2 | $1.29M | Buy |
12,847
+6
| +0% | +$600 | 1.09% | 17 |
|
|
2018
Q1 | $1.22M | Sell |
12,841
-213
| -2% | -$20.3K | 1.06% | 16 |
|
|
2017
Q4 | $1.15M | Buy |
+13,054
| New | +$1.15M | 1.05% | 18 |
|