AWA
Aquire Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
722
-4
| -0.6% | -$1.99K | 0.1% | 37 |
|
|
2025
Q1 | $273K | Buy |
726
+18
| +3% | +$6.76K | 0.08% | 43 |
|
|
2024
Q4 | $299K | Sell |
708
-8
| -1% | -$3.37K | 0.09% | 38 |
|
|
2024
Q3 | $308K | Buy |
716
+24
| +3% | +$10.3K | 0.1% | 38 |
|
|
2024
Q2 | $309K | Buy |
692
+82
| +13% | +$36.6K | 0.1% | 37 |
|
|
2024
Q1 | $257K | Buy |
+610
| New | +$257K | 0.09% | 40 |
|
|
2022
Q1 | – | Sell |
-276
| Closed | -$93K | – | 159 |
|
|
2021
Q4 | $93K | Buy |
+276
| New | +$93K | 0.05% | 66 |
|