AWA
Artemis Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Buy |
43,337
+10,732
| +33% | +$5.34M | 2.44% | 4 |
|
|
2025
Q1 | $12.2M | Sell |
32,605
-8,991
| -22% | -$3.38M | 2.57% | 5 |
|
|
2024
Q4 | $17.5M | Buy |
41,596
+9,008
| +28% | +$3.8M | 3.13% | 3 |
|
|
2024
Q3 | $14M | Buy |
32,588
+8
| +0% | +$3.44K | 1.4% | 5 |
|
|
2024
Q2 | $14.6M | Buy |
32,580
+8
| +0% | +$3.58K | 1.37% | 5 |
|
|
2024
Q1 | $13.7M | Buy |
32,572
+7
| +0% | +$2.95K | 1.38% | 4 |
|
|
2023
Q4 | $12.2M | Buy |
32,565
+9
| +0% | +$3.38K | 2.35% | 6 |
|
|
2023
Q3 | $10.3M | Hold |
32,556
| – | – | 1.92% | 8 |
|
|
2023
Q2 | $11.1M | Buy |
32,556
+28,000
| +615% | +$9.54M | 2.02% | 8 |
|
|
2023
Q1 | $1.31M | Hold |
4,556
| – | – | 0.34% | 9 |
|
|
2022
Q4 | $1.09M | Hold |
4,556
| – | – | 0.33% | 12 |
|
|
2022
Q3 | $1.06M | Buy |
4,556
+4,335
| +1,962% | +$1.01M | 0.28% | 10 |
|
|
2022
Q2 | $56.8K | Hold |
221
| – | – | 0.02% | 63 |
|
|
2022
Q1 | $68.1K | Sell |
221
-121
| -35% | -$37.3K | 0.01% | 30 |
|
|
2021
Q4 | $79.2K | Buy |
342
+121
| +55% | +$28K | 0.01% | 37 |
|
|
2021
Q3 | $62.3K | Hold |
221
| – | – | 0.01% | 42 |
|
|
2021
Q2 | $59.9K | Hold |
221
| – | – | 0.01% | 40 |
|
|
2021
Q1 | $52.1K | Hold |
221
| – | – | 0.01% | 45 |
|
|
2020
Q4 | $49.2K | Sell |
221
-10,067
| -98% | -$2.24M | 0.01% | 44 |
|
|
2020
Q3 | $2.16M | Buy |
10,288
+10,067
| +4,555% | +$2.12M | 0.53% | 10 |
|
|
2020
Q2 | $45K | Hold |
221
| – | – | 0.02% | 29 |
|
|
2020
Q1 | $34.9K | Hold |
221
| – | – | 0.01% | 30 |
|
|
2019
Q4 | $34.9K | Hold |
221
| – | – | 0.01% | 65 |
|
|
2019
Q3 | $30.7K | Hold |
221
| – | – | 0.01% | 17 |
|
|
2019
Q2 | $29.6K | Hold |
221
| – | – | 0.02% | 19 |
|
|
2019
Q1 | $26.1K | Hold |
221
| – | – | 0.01% | 19 |
|
|
2018
Q4 | $22.4K | Hold |
221
| – | – | 0.01% | 31 |
|
|
2018
Q3 | $25.3K | Hold |
221
| – | – | 0.01% | 20 |
|
|
2018
Q2 | $21.8K | Hold |
221
| – | – | 0.02% | 20 |
|
|
2018
Q1 | $20.2K | Hold |
221
| – | – | 0.02% | 23 |
|
|
2017
Q4 | $18.9K | Hold |
221
| – | – | 0.02% | 22 |
|
|
2017
Q3 | $16.5K | Hold |
221
| – | – | 0.01% | 21 |
|
|
2017
Q2 | $15.2K | Hold |
221
| – | – | 0.01% | 19 |
|
|
2017
Q1 | $14.6K | Hold |
221
| – | – | 0.01% | 22 |
|
|
2016
Q4 | $14K | Buy |
+221
| New | +$14K | 0.01% | 15 |
|