AWM
Arista Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
23,455
+17,393
| +287% | +$8.65M | 1.61% | 13 |
|
|
2025
Q1 | $2.28M | Buy |
6,062
+58
| +1% | +$21.8K | 0.55% | 20 |
|
|
2024
Q4 | $2.53M | Sell |
6,004
-208
| -3% | -$87.7K | 0.61% | 19 |
|
|
2024
Q3 | $2.67M | Buy |
6,212
+215
| +4% | +$92.5K | 0.64% | 19 |
|
|
2024
Q2 | $2.68M | Buy |
5,997
+4,081
| +213% | +$1.82M | 0.71% | 18 |
|
|
2024
Q1 | $806K | Sell |
1,916
-1,831
| -49% | -$770K | 0.62% | 21 |
|
|
2023
Q4 | $1.41M | Buy |
3,747
+326
| +10% | +$123K | 0.52% | 20 |
|
|
2023
Q3 | $1.08M | Buy |
3,421
+404
| +13% | +$128K | 0.42% | 25 |
|
|
2023
Q2 | $1.03M | Buy |
3,017
+203
| +7% | +$69.1K | 0.43% | 25 |
|
|
2023
Q1 | $811K | Sell |
2,814
-133
| -5% | -$38.3K | 0.44% | 28 |
|
|
2022
Q4 | $707K | Buy |
+2,947
| New | +$707K | 0.45% | 28 |
|