AWP
Avid Wealth Partners’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.64M | Buy |
3,292
+1,293
| +65% | +$643K | 0.94% | 22 |
|
2025
Q1 | $750K | Buy |
1,999
+515
| +35% | +$193K | 0.51% | 31 |
|
2024
Q4 | $626K | Sell |
1,484
-406
| -21% | -$171K | 0.44% | 25 |
|
2024
Q3 | $813K | Sell |
1,890
-342
| -15% | -$147K | 0.58% | 24 |
|
2024
Q2 | $998K | Sell |
2,232
-260
| -10% | -$116K | 0.78% | 22 |
|
2024
Q1 | $1.05M | Buy |
2,492
+153
| +7% | +$64.4K | 0.84% | 23 |
|
2023
Q4 | $880K | Buy |
+2,339
| New | +$880K | 0.87% | 15 |
|