AWA
Aletheian Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
8,947
-432
| -5% | -$215K | 2.19% | 10 |
|
|
2025
Q1 | $3.52M | Buy |
9,379
+1,115
| +13% | +$419K | 1.98% | 10 |
|
|
2024
Q4 | $3.48M | Buy |
8,264
+99
| +1% | +$41.7K | 2.06% | 10 |
|
|
2024
Q3 | $3.51M | Sell |
8,165
-4,998
| -38% | -$2.15M | 2.05% | 9 |
|
|
2024
Q2 | $5.88M | Sell |
13,163
-428
| -3% | -$191K | 3.1% | 8 |
|
|
2024
Q1 | $5.72M | Buy |
13,591
+5,097
| +60% | +$2.14M | 3.1% | 7 |
|
|
2023
Q4 | $3.19M | Sell |
8,494
-871
| -9% | -$328K | 2.11% | 10 |
|
|
2023
Q3 | $2.96M | Sell |
9,365
-915
| -9% | -$289K | 2.27% | 8 |
|
|
2023
Q2 | $3.5M | Buy |
10,280
+1,553
| +18% | +$529K | 2.4% | 11 |
|
|
2023
Q1 | $2.52M | Buy |
8,727
+397
| +5% | +$114K | 2.22% | 12 |
|
|
2022
Q4 | $2M | Buy |
8,330
+3,326
| +66% | +$798K | 1.72% | 14 |
|
|
2022
Q3 | $1.17M | Sell |
5,004
-882
| -15% | -$205K | 1.32% | 23 |
|
|
2022
Q2 | $1.51M | Buy |
5,886
+722
| +14% | +$185K | 1.54% | 18 |
|
|
2022
Q1 | $1.59M | Buy |
5,164
+974
| +23% | +$300K | 1.51% | 18 |
|
|
2021
Q4 | $1.41M | Buy |
+4,190
| New | +$1.41M | 1.38% | 15 |
|