AWAG
ARS Wealth Advisors Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7M | Buy |
81,797
+24
| +0% | +$11.9K | 4.69% | 3 |
|
|
2025
Q1 | $30.7M | Sell |
81,773
-785
| -1% | -$295K | 4.33% | 3 |
|
|
2024
Q4 | $34.8M | Buy |
82,558
+1,718
| +2% | +$724K | 4.78% | 4 |
|
|
2024
Q3 | $34.8M | Sell |
80,840
-752
| -0.9% | -$324K | 4.27% | 4 |
|
|
2024
Q2 | $36.5M | Sell |
81,592
-927
| -1% | -$414K | 4.73% | 4 |
|
|
2024
Q1 | $34.7M | Sell |
82,519
-1,206
| -1% | -$507K | 4.69% | 3 |
|
|
2023
Q4 | $31.5M | Buy |
83,725
+18,017
| +27% | +$6.78M | 4.66% | 4 |
|
|
2023
Q3 | $20.7M | Sell |
65,708
-3,680
| -5% | -$1.16M | 3.4% | 4 |
|
|
2023
Q2 | $23.6M | Sell |
69,388
-625
| -0.9% | -$213K | 3.75% | 4 |
|
|
2023
Q1 | $20.2M | Buy |
70,013
+4,006
| +6% | +$1.15M | 3.72% | 3 |
|
|
2022
Q4 | $15.8M | Sell |
66,007
-5,842
| -8% | -$1.4M | 2.61% | 8 |
|
|
2022
Q3 | $16.7M | Buy |
71,849
+4,332
| +6% | +$1.01M | 2.56% | 7 |
|
|
2022
Q2 | $17.3M | Sell |
67,517
-721
| -1% | -$185K | 2.38% | 8 |
|
|
2022
Q1 | $21M | Sell |
68,238
-651
| -0.9% | -$201K | 3.67% | 6 |
|
|
2021
Q4 | $23.2M | Sell |
68,889
-999
| -1% | -$336K | 3.89% | 6 |
|
|
2021
Q3 | $19.7M | Buy |
+69,888
| New | +$19.7M | 3.58% | 9 |
|