AWC
Adamsbrown Wealth Consultants’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
6,403
+174
| +3% | +$86.6K | 0.92% | 16 |
|
|
2025
Q1 | $2.34M | Buy |
6,229
+262
| +4% | +$98.4K | 0.73% | 18 |
|
|
2024
Q4 | $2.52M | Buy |
5,967
+130
| +2% | +$54.8K | 0.86% | 18 |
|
|
2024
Q3 | $2.51M | Buy |
5,837
+239
| +4% | +$103K | 0.87% | 17 |
|
|
2024
Q2 | $2.5M | Buy |
5,598
+181
| +3% | +$80.9K | 0.97% | 15 |
|
|
2024
Q1 | $2.28M | Sell |
5,417
-16
| -0.3% | -$6.73K | 0.92% | 16 |
|
|
2023
Q4 | $2.04M | Buy |
5,433
+204
| +4% | +$76.7K | 0.89% | 16 |
|
|
2023
Q3 | $1.65M | Buy |
5,229
+80
| +2% | +$25.3K | 0.81% | 18 |
|
|
2023
Q2 | $1.75M | Sell |
5,149
-45
| -0.9% | -$15.3K | 0.93% | 19 |
|
|
2023
Q1 | $1.5M | Buy |
5,194
+1,104
| +27% | +$318K | 0.86% | 20 |
|
|
2022
Q4 | $981K | Buy |
4,090
+336
| +9% | +$80.6K | 0.6% | 27 |
|
|
2022
Q3 | $874K | Sell |
3,754
-303
| -7% | -$70.5K | 0.67% | 29 |
|
|
2022
Q2 | $1.04M | Buy |
4,057
+103
| +3% | +$26.5K | 0.82% | 26 |
|
|
2022
Q1 | $1.22M | Buy |
3,954
+745
| +23% | +$230K | 0.97% | 22 |
|
|
2021
Q4 | $1.08M | Buy |
+3,209
| New | +$1.08M | 0.97% | 22 |
|