APWA
Atlas Private Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Sell |
15,264
-837
| -5% | -$416K | 0.98% | 27 |
|
|
2025
Q1 | $6.05M | Sell |
16,101
-1,882
| -10% | -$707K | 0.84% | 29 |
|
|
2024
Q4 | $7.58M | Buy |
17,983
+228
| +1% | +$96.1K | 1.08% | 21 |
|
|
2024
Q3 | $7.64M | Buy |
17,755
+593
| +3% | +$255K | 1.11% | 21 |
|
|
2024
Q2 | $7.67M | Buy |
17,162
+8,675
| +102% | +$3.88M | 1.25% | 18 |
|
|
2024
Q1 | $3.57M | Sell |
8,487
-9,957
| -54% | -$4.19M | 1.19% | 20 |
|
|
2023
Q4 | $6.94M | Sell |
18,444
-425
| -2% | -$160K | 1.29% | 17 |
|
|
2023
Q3 | $5.96M | Buy |
18,869
+2,975
| +19% | +$939K | 1.13% | 15 |
|
|
2023
Q2 | $5.41M | Buy |
15,894
+7,042
| +80% | +$2.4M | 1.1% | 16 |
|
|
2023
Q1 | $2.55M | Sell |
8,852
-316
| -3% | -$91.1K | 1.18% | 14 |
|
|
2022
Q4 | $2.2M | Sell |
9,168
-554
| -6% | -$133K | 1.17% | 14 |
|
|
2022
Q3 | $2.26M | Sell |
9,722
-281
| -3% | -$65.4K | 1.36% | 15 |
|
|
2022
Q2 | $2.57M | Sell |
10,003
-423
| -4% | -$109K | 1.54% | 14 |
|
|
2022
Q1 | $3.22M | Sell |
10,426
-208
| -2% | -$64.1K | 1.43% | 17 |
|
|
2021
Q4 | $3.58M | Sell |
10,634
-171
| -2% | -$57.5K | 1.65% | 17 |
|
|
2021
Q3 | $3.05M | Sell |
10,805
-62
| -0.6% | -$17.5K | 1.59% | 13 |
|
|
2021
Q2 | $2.94M | Sell |
10,867
-117
| -1% | -$31.7K | 1.59% | 13 |
|
|
2021
Q1 | $2.59M | Buy |
10,984
+65
| +0.6% | +$15.3K | 1.45% | 17 |
|
|
2020
Q4 | $2.43M | Buy |
10,919
+1,219
| +13% | +$271K | 1.63% | 13 |
|
|
2020
Q3 | $2.04M | Sell |
9,700
-125
| -1% | -$26.3K | 1.7% | 13 |
|
|
2020
Q2 | $2M | Buy |
+9,825
| New | +$2M | 1.78% | 12 |
|