AWAU
Alliance Wealth Advisors (Utah)’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
23,383
+106
| +0.5% | +$52.7K | 2.79% | 2 |
|
|
2025
Q1 | $8.74M | Sell |
23,277
-327
| -1% | -$123K | 2.28% | 4 |
|
|
2024
Q4 | $9.95M | Sell |
23,604
-859
| -4% | -$362K | 2.57% | 3 |
|
|
2024
Q3 | $10.5M | Sell |
24,463
-2,609
| -10% | -$1.12M | 2.77% | 3 |
|
|
2024
Q2 | $12.1M | Buy |
27,072
+666
| +3% | +$298K | 3.55% | 4 |
|
|
2024
Q1 | $11.1M | Buy |
26,406
+1,248
| +5% | +$525K | 3.31% | 4 |
|
|
2023
Q4 | $9.46M | Buy |
25,158
+6,906
| +38% | +$2.6M | 3.18% | 4 |
|
|
2023
Q3 | $5.76M | Buy |
18,252
+557
| +3% | +$176K | 2.14% | 5 |
|
|
2023
Q2 | $6.03M | Sell |
17,695
-1,933
| -10% | -$658K | 2.24% | 5 |
|
|
2023
Q1 | $5.66M | Buy |
19,628
+109
| +0.6% | +$31.4K | 2.28% | 5 |
|
|
2022
Q4 | $4.68M | Buy |
+19,519
| New | +$4.68M | 2.1% | 4 |
|