AWA
Adapt Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
1,067
+26
| +2% | +$12.9K | 0.24% | 39 |
|
|
2025
Q1 | $391K | Sell |
1,041
-98
| -9% | -$36.8K | 0.19% | 44 |
|
|
2024
Q4 | $480K | Buy |
1,139
+36
| +3% | +$15.2K | 0.24% | 47 |
|
|
2024
Q3 | $474K | Buy |
1,103
+15
| +1% | +$6.45K | 0.25% | 43 |
|
|
2024
Q2 | $486K | Buy |
1,088
+398
| +58% | +$178K | 0.3% | 44 |
|
|
2024
Q1 | $290K | Buy |
+690
| New | +$290K | 0.21% | 41 |
|