AWS
Atria Wealth Solutions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.6M | Sell |
139,747
-182,741
| -57% | -$91M | 1.57% | 5 |
|
|
2025
Q1 | $121M | Sell |
322,488
-87,368
| -21% | -$32.8M | 1.46% | 5 |
|
|
2024
Q4 | $173M | Sell |
409,856
-39,046
| -9% | -$16.5M | 1.89% | 4 |
|
|
2024
Q3 | $193M | Sell |
448,902
-38,467
| -8% | -$16.6M | 2.09% | 4 |
|
|
2024
Q2 | $218M | Sell |
487,369
-10,879
| -2% | -$4.86M | 2.4% | 4 |
|
|
2024
Q1 | $210M | Buy |
498,248
+59,284
| +14% | +$24.9M | 2.36% | 4 |
|
|
2023
Q4 | $165M | Buy |
438,964
+20,517
| +5% | +$7.72M | 2.07% | 3 |
|
|
2023
Q3 | $132M | Sell |
418,447
-2,011
| -0.5% | -$635K | 1.85% | 3 |
|
|
2023
Q2 | $143M | Buy |
420,458
+11,295
| +3% | +$3.85M | 1.95% | 3 |
|
|
2023
Q1 | $118M | Sell |
409,163
-27,680
| -6% | -$7.98M | 1.74% | 4 |
|
|
2022
Q4 | $105M | Sell |
436,843
-1,342
| -0.3% | -$322K | 1.68% | 4 |
|
|
2022
Q3 | $102M | Buy |
438,185
+221,859
| +103% | +$51.7M | 1.76% | 4 |
|
|
2022
Q2 | $55.6M | Sell |
216,326
-140,671
| -39% | -$36.1M | 1.04% | 8 |
|
|
2022
Q1 | $110M | Buy |
+356,997
| New | +$110M | 1.83% | 3 |
|