AWA
Amplius Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Buy |
11,683
+319
| +3% | +$159K | 0.54% | 33 |
|
|
2025
Q1 | $4.27M | Sell |
11,364
-598
| -5% | -$224K | 0.44% | 39 |
|
|
2024
Q4 | $5.04M | Buy |
11,962
+107
| +0.9% | +$45.1K | 0.52% | 36 |
|
|
2024
Q3 | $5.1M | Sell |
11,855
-127
| -1% | -$54.6K | 0.56% | 34 |
|
|
2024
Q2 | $5.36M | Sell |
11,982
-1,202
| -9% | -$537K | 0.6% | 34 |
|
|
2024
Q1 | $5.55M | Buy |
13,184
+297
| +2% | +$125K | 0.62% | 33 |
|
|
2023
Q4 | $4.85M | Buy |
12,887
+91
| +0.7% | +$34.2K | 0.59% | 36 |
|
|
2023
Q3 | $4.04M | Sell |
12,796
-358
| -3% | -$113K | 0.54% | 37 |
|
|
2023
Q2 | $4.48M | Buy |
13,154
+230
| +2% | +$78.3K | 0.6% | 33 |
|
|
2023
Q1 | $3.73M | Buy |
12,924
+413
| +3% | +$119K | 0.53% | 33 |
|
|
2022
Q4 | $3M | Sell |
12,511
-1,020
| -8% | -$245K | 0.48% | 40 |
|
|
2022
Q3 | $3.15M | Buy |
13,531
+984
| +8% | +$229K | 0.56% | 35 |
|
|
2022
Q2 | $3.22M | Sell |
12,547
-15,050
| -55% | -$3.86M | 0.52% | 39 |
|
|
2022
Q1 | $8.51M | Sell |
27,597
-47
| -0.2% | -$14.5K | 1.31% | 23 |
|
|
2021
Q4 | $9.3M | Buy |
+27,644
| New | +$9.3M | 1.28% | 21 |
|