AWM
Avaii Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
2,451
+46
| +2% | +$22.9K | 0.54% | 25 |
|
|
2025
Q1 | $903K | Sell |
2,405
-82
| -3% | -$30.8K | 0.48% | 27 |
|
|
2024
Q4 | $1.05M | Sell |
2,487
-27
| -1% | -$11.4K | 0.52% | 27 |
|
|
2024
Q3 | $1.08M | Sell |
2,514
-593
| -19% | -$255K | 0.55% | 25 |
|
|
2024
Q2 | $1.39M | Buy |
3,107
+193
| +7% | +$86.3K | 0.77% | 24 |
|
|
2024
Q1 | $1.23M | Sell |
2,914
-764
| -21% | -$321K | 0.72% | 24 |
|
|
2023
Q4 | $1.38M | Buy |
3,678
+75
| +2% | +$28.2K | 0.9% | 16 |
|
|
2023
Q3 | $1.14M | Buy |
3,603
+75
| +2% | +$23.7K | 0.86% | 21 |
|
|
2023
Q2 | $1.2M | Sell |
3,528
-166
| -4% | -$56.5K | 0.92% | 20 |
|
|
2023
Q1 | $1.06M | Buy |
3,694
+735
| +25% | +$212K | 0.93% | 20 |
|
|
2022
Q4 | $710K | Sell |
2,959
-765
| -21% | -$183K | 0.63% | 33 |
|
|
2022
Q3 | $867K | Buy |
3,724
+336
| +10% | +$78.2K | 0.9% | 23 |
|
|
2022
Q2 | $870K | Sell |
3,388
-250
| -7% | -$64.2K | 0.93% | 17 |
|
|
2022
Q1 | $1.12M | Buy |
3,638
+711
| +24% | +$219K | 1.04% | 15 |
|
|
2021
Q4 | $984K | Buy |
+2,927
| New | +$984K | 0.99% | 15 |
|