AWM
Austin Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
3,859
-1,056
| -21% | -$563K | 0.37% | 49 |
|
|
2025
Q1 | $1.9M | Buy |
4,915
+2,013
| +69% | +$780K | 0.38% | 44 |
|
|
2024
Q4 | $1.25M | Buy |
2,902
+309
| +12% | +$133K | 0.26% | 53 |
|
|
2024
Q3 | $1.08M | Buy |
2,593
+124
| +5% | +$51.7K | 0.24% | 52 |
|
|
2024
Q2 | $1.12M | Sell |
2,469
-126
| -5% | -$57.3K | 0.26% | 50 |
|
|
2024
Q1 | $1.12M | Buy |
2,595
+545
| +27% | +$235K | 0.28% | 47 |
|
|
2023
Q4 | $828K | Buy |
2,050
+18
| +0.9% | +$7.27K | 0.22% | 56 |
|
|
2023
Q3 | $767K | Buy |
+2,032
| New | +$767K | 0.24% | 52 |
|