AWA
Alta Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Buy |
11,363
+468
| +4% | +$233K | 2.67% | 7 |
|
|
2025
Q1 | $4.09M | Buy |
10,895
+74
| +0.7% | +$27.8K | 1.88% | 12 |
|
|
2024
Q4 | $4.56M | Buy |
10,821
+375
| +4% | +$158K | 2% | 10 |
|
|
2024
Q3 | $4.49M | Buy |
10,446
+692
| +7% | +$298K | 2.05% | 11 |
|
|
2024
Q2 | $4.36M | Buy |
9,754
+120
| +1% | +$53.6K | 2.18% | 9 |
|
|
2024
Q1 | $4.05M | Buy |
9,634
+111
| +1% | +$46.7K | 2.06% | 10 |
|
|
2023
Q4 | $3.58M | Buy |
9,523
+158
| +2% | +$59.4K | 2% | 9 |
|
|
2023
Q3 | $2.96M | Buy |
9,365
+1,259
| +16% | +$398K | 1.81% | 14 |
|
|
2023
Q2 | $2.76M | Buy |
8,106
+716
| +10% | +$244K | 1.62% | 16 |
|
|
2023
Q1 | $2.13M | Sell |
7,390
-94
| -1% | -$27.1K | 1.34% | 16 |
|
|
2022
Q4 | $1.79M | Sell |
7,484
-7,876
| -51% | -$1.89M | 1.21% | 22 |
|
|
2022
Q3 | $3.58M | Sell |
15,360
-26
| -0.2% | -$6.06K | 2.56% | 11 |
|
|
2022
Q2 | $3.95M | Sell |
15,386
-535
| -3% | -$137K | 2.74% | 8 |
|
|
2022
Q1 | $4.91M | Sell |
15,921
-138
| -0.9% | -$42.6K | 2.91% | 5 |
|
|
2021
Q4 | $5.4M | Buy |
16,059
+477
| +3% | +$160K | 3.33% | 2 |
|
|
2021
Q3 | $4.39M | Sell |
15,582
-39
| -0.2% | -$11K | 3.19% | 3 |
|
|
2021
Q2 | $4.23M | Sell |
15,621
-166
| -1% | -$45K | 3.1% | 5 |
|
|
2021
Q1 | $3.72M | Buy |
15,787
+152
| +1% | +$35.8K | 3.11% | 5 |
|
|
2020
Q4 | $3.48M | Buy |
+15,635
| New | +$3.48M | 2.92% | 5 |
|