AWM
Aprio Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
31,695
+6,781
| +27% | +$3.37M | 1.78% | 13 |
|
|
2025
Q1 | $9.35M | Buy |
24,914
+6,107
| +32% | +$2.29M | 1.17% | 20 |
|
|
2024
Q4 | $7.93M | Buy |
18,807
+2,445
| +15% | +$1.03M | 1.16% | 19 |
|
|
2024
Q3 | $7.04M | Sell |
16,362
-252
| -2% | -$108K | 1.13% | 19 |
|
|
2024
Q2 | $7.43M | Sell |
16,614
-538
| -3% | -$240K | 1.35% | 14 |
|
|
2024
Q1 | $7.22M | Buy |
17,152
+2,888
| +20% | +$1.22M | 1.41% | 15 |
|
|
2023
Q4 | $5.36M | Buy |
14,264
+1,106
| +8% | +$416K | 1.2% | 21 |
|
|
2023
Q3 | $4.15M | Buy |
13,158
+1,405
| +12% | +$444K | 1.14% | 19 |
|
|
2023
Q2 | $4M | Sell |
11,753
-1,052
| -8% | -$358K | 1.1% | 17 |
|
|
2023
Q1 | $3.69M | Buy |
12,805
+5,241
| +69% | +$1.51M | 1.14% | 16 |
|
|
2022
Q4 | $1.81M | Buy |
7,564
+374
| +5% | +$89.7K | 0.64% | 26 |
|
|
2022
Q3 | $1.67M | Buy |
7,190
+3,421
| +91% | +$796K | 0.67% | 27 |
|
|
2022
Q2 | $968K | Buy |
3,769
+948
| +34% | +$243K | 0.39% | 36 |
|
|
2022
Q1 | $870K | Buy |
2,821
+170
| +6% | +$52.4K | 0.33% | 40 |
|
|
2021
Q4 | $892K | Sell |
2,651
-55
| -2% | -$18.5K | 0.37% | 38 |
|
|
2021
Q3 | $763K | Buy |
2,706
+8
| +0.3% | +$2.26K | 0.35% | 35 |
|
|
2021
Q2 | $731K | Buy |
+2,698
| New | +$731K | 0.35% | 34 |
|
|
2020
Q4 | $1.37M | Sell |
6,139
-262
| -4% | -$58.3K | 0.9% | 23 |
|
|
2020
Q3 | $1.35M | Sell |
6,401
-74
| -1% | -$15.6K | 0.95% | 20 |
|
|
2020
Q2 | $1.32M | Sell |
6,475
-244
| -4% | -$49.7K | 1.27% | 18 |
|
|
2020
Q1 | $1.06M | Buy |
6,719
+4,252
| +172% | +$671K | 1.34% | 14 |
|
|
2019
Q4 | $389K | Buy |
+2,467
| New | +$389K | 0.29% | 40 |
|