AWA
Arbor Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Hold |
3,163
| – | – | 1.28% | 15 |
|
|
2025
Q1 | $1.19M | Hold |
3,163
| – | – | 1.06% | 17 |
|
|
2024
Q4 | $1.33M | Buy |
3,163
+923
| +41% | +$389K | 1.19% | 17 |
|
|
2024
Q3 | $964K | Hold |
2,240
| – | – | 0.87% | 18 |
|
|
2024
Q2 | $1M | Sell |
2,240
-25
| -1% | -$11.2K | 0.99% | 18 |
|
|
2024
Q1 | $953K | Hold |
2,265
| – | – | 0.9% | 20 |
|
|
2023
Q4 | $852K | Buy |
+2,265
| New | +$852K | 0.88% | 20 |
|