AW
Alaethes Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
21,139
+375
| +2% | +$187K | 3.14% | 6 |
|
|
2025
Q1 | $7.79M | Buy |
20,764
+410
| +2% | +$154K | 2.86% | 7 |
|
|
2024
Q4 | $8.58M | Buy |
20,354
+129
| +0.6% | +$54.4K | 3.07% | 7 |
|
|
2024
Q3 | $8.7M | Buy |
20,225
+196
| +1% | +$84.3K | 3.21% | 6 |
|
|
2024
Q2 | $8.95M | Buy |
20,029
+339
| +2% | +$152K | 3.7% | 4 |
|
|
2024
Q1 | $8.28M | Sell |
19,690
-470
| -2% | -$198K | 3.62% | 4 |
|
|
2023
Q4 | $7.58M | Sell |
20,160
-430
| -2% | -$162K | 3.59% | 4 |
|
|
2023
Q3 | $6.5M | Buy |
20,590
+915
| +5% | +$289K | 3.56% | 4 |
|
|
2023
Q2 | $6.7M | Sell |
19,675
-1,088
| -5% | -$371K | 3.68% | 4 |
|
|
2023
Q1 | $5.99M | Sell |
20,763
-2,264
| -10% | -$653K | 3.51% | 4 |
|
|
2022
Q4 | $5.52M | Buy |
23,027
+364
| +2% | +$87.3K | 3.8% | 4 |
|
|
2022
Q3 | $5.28M | Buy |
22,663
+812
| +4% | +$189K | 3.88% | 4 |
|
|
2022
Q2 | $5.61M | Buy |
21,851
+232
| +1% | +$59.6K | 4.16% | 4 |
|
|
2022
Q1 | $6.67M | Buy |
21,619
+681
| +3% | +$210K | 4.24% | 3 |
|
|
2021
Q4 | $7.04M | Buy |
20,938
+475
| +2% | +$160K | 4.44% | 3 |
|
|
2021
Q3 | $5.77M | Sell |
20,463
-529
| -3% | -$149K | 4.2% | 4 |
|
|
2021
Q2 | $5.69M | Buy |
20,992
+516
| +3% | +$140K | 4.39% | 4 |
|
|
2021
Q1 | $4.83M | Buy |
+20,476
| New | +$4.83M | 4.47% | 4 |
|