AWM
Avondale Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Buy |
225
+115
| +105% | +$57.2K | 0.06% | 71 |
|
|
2025
Q1 | $41.3K | Hold |
110
| – | – | 0.03% | 92 |
|
|
2024
Q4 | $46.4K | Buy |
110
+65
| +144% | +$27.4K | 0.03% | 89 |
|
|
2024
Q3 | $19.4K | Sell |
45
-23
| -34% | -$9.9K | 0.01% | 101 |
|
|
2024
Q2 | $30.4K | Buy |
68
+2
| +3% | +$894 | 0.02% | 96 |
|
|
2024
Q1 | $27.8K | Hold |
66
| – | – | 0.02% | 99 |
|
|
2023
Q4 | $24.8K | Sell |
66
-130
| -66% | -$48.9K | 0.02% | 100 |
|
|
2023
Q3 | $61.9K | Hold |
196
| – | – | 0.05% | 72 |
|
|
2023
Q2 | $66.7K | Sell |
196
-60
| -23% | -$20.4K | 0.06% | 72 |
|
|
2023
Q1 | $73.8K | Hold |
256
| – | – | 0.06% | 72 |
|
|
2022
Q4 | $61.4K | Sell |
256
-150
| -37% | -$36K | 0.05% | 72 |
|
|
2022
Q3 | $95K | Buy |
406
+150
| +59% | +$35.1K | 0.1% | 54 |
|
|
2022
Q2 | $66K | Sell |
256
-26
| -9% | -$6.7K | 0.08% | 59 |
|
|
2022
Q1 | $87K | Sell |
282
-1,274
| -82% | -$393K | 0.1% | 52 |
|
|
2021
Q4 | $523K | Sell |
1,556
-52
| -3% | -$17.5K | 0.53% | 22 |
|
|
2021
Q3 | $453K | Buy |
1,608
+1,148
| +250% | +$323K | 0.44% | 28 |
|
|
2021
Q2 | $125K | Sell |
460
-56
| -11% | -$15.2K | 0.12% | 56 |
|
|
2021
Q1 | $122K | Hold |
516
| – | – | 0.12% | 47 |
|
|
2020
Q4 | $115K | Buy |
516
+52
| +11% | +$11.6K | 0.13% | 30 |
|
|
2020
Q3 | $98K | Hold |
464
| – | – | 0.15% | 29 |
|
|
2020
Q2 | $94K | Hold |
464
| – | – | 0.13% | 29 |
|
|
2020
Q1 | $73K | Buy |
464
+94
| +25% | +$14.8K | 0.12% | 31 |
|
|
2019
Q4 | $58K | Sell |
370
-160
| -30% | -$25.1K | 0.09% | 35 |
|
|
2019
Q3 | $74K | Sell |
530
-40
| -7% | -$5.59K | 0.12% | 31 |
|
|
2019
Q2 | $76K | Hold |
570
| – | – | 0.06% | 36 |
|
|
2019
Q1 | $67K | Buy |
570
+13
| +2% | +$1.53K | 0.05% | 38 |
|
|
2018
Q4 | $57K | Buy |
557
+187
| +51% | +$19.1K | 0.05% | 39 |
|
|
2018
Q3 | $42K | Hold |
370
| – | – | 0.04% | 45 |
|
|
2018
Q2 | $36K | Hold |
370
| – | – | 0.03% | 47 |
|
|
2018
Q1 | $33K | Hold |
370
| – | – | 0.03% | 48 |
|
|
2017
Q4 | $32K | Buy |
+370
| New | +$32K | 0.03% | 52 |
|