AW
Atlas Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
29,219
+19
| +0.1% | +$9.35K | 5.25% | 4 |
|
|
2025
Q1 | $11M | Buy |
29,200
+531
| +2% | +$199K | 4.27% | 6 |
|
|
2024
Q4 | $12.1M | Sell |
28,669
-290
| -1% | -$122K | 4.57% | 6 |
|
|
2024
Q3 | $12.5M | Sell |
28,959
-29,071
| -50% | -$12.5M | 5.38% | 6 |
|
|
2024
Q2 | $26.7M | Buy |
58,030
+29,015
| +100% | +$13.4M | 3.14% | 7 |
|
|
2024
Q1 | $12.2M | Sell |
29,015
-117
| -0.4% | -$49.2K | 5.96% | 6 |
|
|
2023
Q4 | $9.2M | Hold |
29,132
| – | – | 5.01% | 7 |
|
|
2023
Q3 | $9.2M | Sell |
29,132
-54
| -0.2% | -$17.1K | 1.72% | 18 |
|
|
2023
Q2 | $10.5M | Sell |
29,186
-62
| -0.2% | -$22.3K | 1.93% | 16 |
|
|
2023
Q1 | $8.43M | Sell |
29,248
-1,195
| -4% | -$345K | 1.66% | 18 |
|
|
2022
Q4 | $7.3M | Buy |
+30,443
| New | +$7.3M | 1.97% | 17 |
|