AWM
Atticus Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.91M | Buy |
15,895
+934
| +6% | +$465K | 2.13% | 9 |
|
|
2025
Q1 | $5.62M | Sell |
14,961
-831
| -5% | -$312K | 1.83% | 10 |
|
|
2024
Q4 | $6.66M | Buy |
15,792
+4
| +0% | +$1.69K | 2.07% | 10 |
|
|
2024
Q3 | $6.79M | Buy |
15,788
+61
| +0.4% | +$26.2K | 2.18% | 10 |
|
|
2024
Q2 | $7.03M | Sell |
15,727
-780
| -5% | -$349K | 2.3% | 9 |
|
|
2024
Q1 | $6.94M | Sell |
16,507
-163
| -1% | -$68.6K | 2.27% | 10 |
|
|
2023
Q4 | $6.27M | Buy |
16,670
+136
| +0.8% | +$51.1K | 2.21% | 11 |
|
|
2023
Q3 | $5.22M | Sell |
16,534
-26
| -0.2% | -$8.21K | 2% | 10 |
|
|
2023
Q2 | $5.64M | Sell |
16,560
-346
| -2% | -$118K | 2.08% | 10 |
|
|
2023
Q1 | $4.87M | Sell |
16,906
-3,134
| -16% | -$904K | 1.86% | 12 |
|
|
2022
Q4 | $4.81M | Sell |
20,040
-706
| -3% | -$169K | 1.98% | 10 |
|
|
2022
Q3 | $5.33M | Hold |
20,746
| – | – | 2.58% | 8 |
|
|
2022
Q2 | $5.33M | Buy |
20,746
+951
| +5% | +$244K | 2.21% | 10 |
|
|
2022
Q1 | $6.1M | Buy |
19,795
+2,239
| +13% | +$690K | 2.23% | 9 |
|
|
2021
Q4 | $5.9M | Buy |
17,556
+607
| +4% | +$204K | 2.3% | 12 |
|
|
2021
Q3 | $4.78M | Sell |
16,949
-680
| -4% | -$192K | 2.1% | 12 |
|
|
2021
Q2 | $4.78M | Sell |
17,629
-892
| -5% | -$242K | 2.08% | 13 |
|
|
2021
Q1 | $4.37M | Sell |
18,521
-704
| -4% | -$166K | 2.08% | 14 |
|
|
2020
Q4 | $4.28M | Sell |
19,225
-1,758
| -8% | -$391K | 2.15% | 10 |
|
|
2020
Q3 | $4.41M | Buy |
20,983
+265
| +1% | +$55.7K | 2.63% | 9 |
|
|
2020
Q2 | $4.22M | Buy |
20,718
+966
| +5% | +$197K | 2.78% | 9 |
|
|
2020
Q1 | $3.12M | Buy |
19,752
+495
| +3% | +$78.1K | 2.51% | 10 |
|
|
2019
Q4 | $3.04M | Buy |
+19,257
| New | +$3.04M | 1.94% | 18 |
|