BRWA
B. Riley Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.5M | Buy |
+121,619
| New | +$60.5M | 2.84% | 3 |
|
|
2024
Q4 | $88.9M | Sell |
210,855
-29,245
| -12% | -$12.3M | 2.91% | 3 |
|
|
2024
Q3 | $102M | Sell |
240,100
-36,969
| -13% | -$15.7M | 2.84% | 4 |
|
|
2024
Q2 | $124M | Sell |
277,069
-14,378
| -5% | -$6.43M | 3.15% | 3 |
|
|
2024
Q1 | $92M | Buy |
291,447
+19,619
| +7% | +$6.19M | 2.49% | 4 |
|
|
2023
Q4 | $102M | Sell |
271,828
-19,619
| -7% | -$7.38M | 2.75% | 3 |
|
|
2023
Q3 | $92M | Buy |
291,447
+13,085
| +5% | +$4.13M | 2.49% | 4 |
|
|
2023
Q2 | $94.8M | Sell |
278,362
-32,837
| -11% | -$11.2M | 2.13% | 4 |
|
|
2023
Q1 | $89.7M | Buy |
311,199
+276
| +0.1% | +$79.6K | 2.39% | 2 |
|
|
2022
Q4 | $74.6M | Sell |
310,923
-27,577
| -8% | -$6.61M | 2.09% | 4 |
|
|
2022
Q3 | $78.8M | Buy |
338,500
+87,241
| +35% | +$20.3M | 2.38% | 2 |
|
|
2022
Q2 | $64.5M | Sell |
251,259
-19,899
| -7% | -$5.11M | 2.72% | 2 |
|
|
2022
Q1 | $83.6M | Sell |
271,158
-14,420
| -5% | -$4.45M | 2.74% | 3 |
|
|
2021
Q4 | $95.7M | Buy |
285,578
+5,351
| +2% | +$1.79M | 2.76% | 2 |
|
|
2021
Q3 | $78.6M | Buy |
280,227
+10,019
| +4% | +$2.81M | 2.5% | 2 |
|
|
2021
Q2 | $72.5M | Sell |
270,208
-1,755
| -0.6% | -$471K | 2.35% | 2 |
|
|
2021
Q1 | $64M | Buy |
271,963
+83,576
| +44% | +$19.7M | 2.26% | 2 |
|
|
2020
Q4 | $41.9M | Sell |
188,387
-35,337
| -16% | -$7.86M | 2.24% | 2 |
|
|
2020
Q3 | $46.7M | Buy |
223,724
+44,845
| +25% | +$9.36M | 2.49% | 2 |
|
|
2020
Q2 | $36.4M | Buy |
178,879
+432
| +0.2% | +$87.9K | 2.43% | 2 |
|
|
2020
Q1 | $27.9M | Buy |
178,447
+42,499
| +31% | +$6.65M | 2.38% | 2 |
|
|
2019
Q4 | $21.4M | Buy |
135,948
+7,786
| +6% | +$1.23M | 1.82% | 3 |
|
|
2019
Q3 | $17.8M | Buy |
128,162
+14,443
| +13% | +$2.01M | 1.76% | 4 |
|
|
2019
Q2 | $15.2M | Buy |
113,719
+7,313
| +7% | +$980K | 1.67% | 5 |
|
|
2019
Q1 | $12.5M | Buy |
106,406
+5,786
| +6% | +$682K | 1.57% | 8 |
|
|
2018
Q4 | $10.2M | Buy |
100,620
+616
| +0.6% | +$62.6K | 1.46% | 9 |
|
|
2018
Q3 | $11.4M | Buy |
100,004
+3,432
| +4% | +$393K | 1.36% | 9 |
|
|
2018
Q2 | $9.53M | Buy |
96,572
+6,546
| +7% | +$646K | 1.26% | 10 |
|
|
2018
Q1 | $8.22M | Sell |
90,026
-13,537
| -13% | -$1.24M | 1.15% | 11 |
|
|
2017
Q4 | $8.86M | Buy |
103,563
+1,446
| +1% | +$124K | 1.2% | 10 |
|
|
2017
Q3 | $7.61M | Buy |
102,117
+393
| +0.4% | +$29.3K | 1.26% | 9 |
|
|
2017
Q2 | $7.02M | Buy |
101,724
+3,045
| +3% | +$210K | 1.27% | 7 |
|
|
2017
Q1 | $6.5M | Sell |
98,679
-3,976
| -4% | -$262K | 1.3% | 7 |
|
|
2016
Q4 | $6.39M | Sell |
102,655
-1,526
| -1% | -$94.9K | 1.3% | 7 |
|
|
2016
Q3 | $4.82M | Buy |
104,181
+504
| +0.5% | +$23.3K | 0.95% | 13 |
|
|
2016
Q2 | $4.17M | Buy |
103,677
+528
| +0.5% | +$21.2K | 0.83% | 15 |
|
|
2016
Q1 | $4.37M | Buy |
103,149
+2,219
| +2% | +$93.9K | 1.01% | 10 |
|
|
2015
Q4 | $5.6M | Buy |
100,930
+23,374
| +30% | +$1.3M | 1.13% | 8 |
|
|
2015
Q3 | $3.44M | Buy |
77,556
+15,477
| +25% | +$686K | 0.83% | 16 |
|
|
2015
Q2 | $2.74M | Sell |
62,079
-15,685
| -20% | -$693K | 0.68% | 25 |
|
|
2015
Q1 | $3.16M | Sell |
77,764
-63,609
| -45% | -$2.59M | 0.77% | 18 |
|
|
2014
Q4 | $35.9K | Buy |
141,373
+71,668
| +103% | +$18.2K | 0.77% | 11 |
|
|
2014
Q3 | $3.31M | Sell |
69,705
-77,455
| -53% | -$3.68M | 0.86% | 15 |
|
|
2014
Q2 | $3.13M | Buy |
147,160
+80,416
| +120% | +$1.71M | 0.74% | 13 |
|
|
2014
Q1 | $2.74M | Sell |
66,744
-308
| -0.5% | -$12.6K | 0.83% | 17 |
|
|
2013
Q4 | $2.51M | Buy |
67,052
+2,226
| +3% | +$83.3K | 0.8% | 19 |
|
|
2013
Q3 | $2.16M | Buy |
64,826
+8,398
| +15% | +$279K | 0.74% | 20 |
|
|
2013
Q2 | $1.95M | Buy |
+56,428
| New | +$1.95M | 0.66% | 24 |
|