APWM
Atlas Private Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.01M | Sell |
7,158
-143
| -2% | -$60.2K | 1.27% | 26 |
|
|
2023
Q4 | $2.75M | Sell |
7,301
-104
| -1% | -$39.1K | 1.29% | 23 |
|
|
2023
Q3 | $2.34M | Buy |
7,405
+147
| +2% | +$46.4K | 1.26% | 23 |
|
|
2023
Q2 | $2.47M | Buy |
7,258
+1,810
| +33% | +$616K | 1.3% | 21 |
|
|
2023
Q1 | $1.57M | Buy |
5,448
+1,136
| +26% | +$327K | 0.94% | 36 |
|
|
2022
Q4 | $1.03M | Sell |
4,312
-516
| -11% | -$124K | 0.48% | 49 |
|
|
2022
Q3 | $1.12M | Sell |
4,828
-1
| -0% | -$233 | 0.81% | 38 |
|
|
2022
Q2 | $1.24M | Buy |
4,829
+151
| +3% | +$38.8K | 0.85% | 36 |
|
|
2022
Q1 | $1.44M | Buy |
4,678
+23
| +0.5% | +$7.09K | 0.84% | 36 |
|
|
2021
Q4 | $1.57M | Sell |
4,655
-125
| -3% | -$42K | 0.87% | 36 |
|
|
2021
Q3 | $1.35M | Buy |
4,780
+325
| +7% | +$91.6K | 0.82% | 40 |
|
|
2021
Q2 | $1.21M | Buy |
4,455
+908
| +26% | +$246K | 0.74% | 44 |
|
|
2021
Q1 | $836K | Sell |
3,547
-1,034
| -23% | -$244K | 0.53% | 52 |
|
|
2020
Q4 | $1.02M | Sell |
4,581
-133
| -3% | -$29.6K | 0.73% | 42 |
|
|
2020
Q3 | $992K | Buy |
4,714
+647
| +16% | +$136K | 0.78% | 39 |
|
|
2020
Q2 | $828K | Buy |
4,067
+9
| +0.2% | +$1.83K | 0.67% | 45 |
|
|
2020
Q1 | $640K | Buy |
4,058
+154
| +4% | +$24.3K | 0.59% | 48 |
|
|
2019
Q4 | $616K | Buy |
+3,904
| New | +$616K | 0.47% | 63 |
|