AWE
Avidian Wealth Enterprises’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Buy |
41,939
+3,173
| +8% | +$1.58M | 0.85% | 26 |
|
|
2025
Q1 | $14.6M | Sell |
38,766
-745
| -2% | -$280K | 0.65% | 33 |
|
|
2024
Q4 | $16.7M | Buy |
39,511
+639
| +2% | +$269K | 0.75% | 25 |
|
|
2024
Q3 | $16.7M | Buy |
38,872
+782
| +2% | +$336K | 0.76% | 24 |
|
|
2024
Q2 | $17M | Buy |
38,090
+3,972
| +12% | +$1.78M | 0.71% | 23 |
|
|
2024
Q1 | $14.4M | Buy |
34,118
+2,965
| +10% | +$1.25M | 0.7% | 25 |
|
|
2023
Q4 | $11.7M | Buy |
31,153
+493
| +2% | +$185K | 0.72% | 29 |
|
|
2023
Q3 | $9.68M | Sell |
30,660
-3,893
| -11% | -$1.23M | 0.68% | 34 |
|
|
2023
Q2 | $11.8M | Sell |
34,553
-21,451
| -38% | -$7.3M | 0.77% | 30 |
|
|
2023
Q1 | $16.1M | Buy |
56,004
+872
| +2% | +$251K | 0.89% | 25 |
|
|
2022
Q4 | $13.2M | Buy |
55,132
+800
| +1% | +$192K | 0.86% | 31 |
|
|
2022
Q3 | $12.7M | Buy |
54,332
+2,626
| +5% | +$612K | 0.91% | 27 |
|
|
2022
Q2 | $13.3M | Buy |
51,706
+203
| +0.4% | +$52.1K | 0.94% | 22 |
|
|
2022
Q1 | $15.9M | Sell |
51,503
-6,804
| -12% | -$2.1M | 0.97% | 23 |
|
|
2021
Q4 | $19.6M | Buy |
58,307
+20,540
| +54% | +$6.91M | 1.22% | 18 |
|
|
2021
Q3 | $10.6M | Buy |
37,767
+1,158
| +3% | +$326K | 0.81% | 25 |
|
|
2021
Q2 | $9.92M | Buy |
36,609
+195
| +0.5% | +$52.8K | 0.76% | 31 |
|
|
2021
Q1 | $8.59M | Sell |
36,414
-2,406
| -6% | -$567K | 0.73% | 32 |
|
|
2020
Q4 | $8.63M | Buy |
38,820
+217
| +0.6% | +$48.3K | 0.82% | 30 |
|
|
2020
Q3 | $8.12M | Buy |
38,603
+1,496
| +4% | +$315K | 0.92% | 25 |
|
|
2020
Q2 | $7.55M | Sell |
37,107
-2,725
| -7% | -$555K | 1.02% | 22 |
|
|
2020
Q1 | $6.28M | Buy |
39,832
+6,908
| +21% | +$1.09M | 1.01% | 23 |
|
|
2019
Q4 | $5.19M | Buy |
32,924
+7,515
| +30% | +$1.19M | 0.74% | 27 |
|
|
2019
Q3 | $3.53M | Buy |
25,409
+14,475
| +132% | +$2.01M | 0.58% | 26 |
|
|
2019
Q2 | $1.47M | Buy |
10,934
+1,188
| +12% | +$159K | 0.35% | 28 |
|
|
2019
Q1 | $1.15M | Sell |
9,746
-1,803
| -16% | -$213K | 0.26% | 39 |
|
|
2018
Q4 | $1.17M | Buy |
11,549
+3,349
| +41% | +$340K | 0.41% | 29 |
|
|
2018
Q3 | $938K | Buy |
8,200
+1,412
| +21% | +$162K | 0.29% | 39 |
|
|
2018
Q2 | $669K | Sell |
6,788
-19
| -0.3% | -$1.87K | 0.21% | 43 |
|
|
2018
Q1 | $621K | Buy |
6,807
+311
| +5% | +$28.4K | 0.21% | 43 |
|
|
2017
Q4 | $556 | Buy |
6,496
+785
| +14% | +$67 | 0.15% | 46 |
|
|
2017
Q3 | $425K | Sell |
5,711
-2,148
| -27% | -$160K | 0.16% | 51 |
|
|
2017
Q2 | $542K | Buy |
7,859
+2,154
| +38% | +$149K | 0.23% | 32 |
|
|
2017
Q1 | $376K | Buy |
5,705
+302
| +6% | +$19.9K | 0.14% | 46 |
|
|
2016
Q4 | $336K | Sell |
5,403
-1,180
| -18% | -$73.4K | 0.15% | 47 |
|
|
2016
Q3 | $379K | Buy |
6,583
+1,315
| +25% | +$75.7K | 0.15% | 43 |
|
|
2016
Q2 | $270 | Sell |
5,268
-660
| -11% | -$34 | 0.1% | 54 |
|
|
2016
Q1 | $327K | Buy |
5,928
+234
| +4% | +$12.9K | 0.18% | 41 |
|
|
2015
Q4 | $316K | Buy |
+5,694
| New | +$316K | 0.15% | 25 |
|