DWA
Delos Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83M | Sell |
13,739
-220
| -2% | -$109K | 5.32% | 2 |
|
|
2025
Q1 | $5.24M | Buy |
13,959
+272
| +2% | +$102K | 4.15% | 6 |
|
|
2024
Q4 | $5.77M | Buy |
13,687
+3,383
| +33% | +$1.43M | 4.6% | 4 |
|
|
2024
Q3 | $4.43M | Buy |
10,304
+3,936
| +62% | +$1.69M | 3.86% | 3 |
|
|
2024
Q2 | $2.85M | Buy |
6,368
+2,375
| +59% | +$1.06M | 2.75% | 10 |
|
|
2024
Q1 | $1.68M | Buy |
3,993
+524
| +15% | +$220K | 1.89% | 23 |
|
|
2023
Q4 | $1.3M | Sell |
3,469
-466
| -12% | -$175K | 1.89% | 21 |
|
|
2023
Q3 | $1.29M | Sell |
3,935
-54
| -1% | -$17.7K | 1.56% | 22 |
|
|
2023
Q2 | $1.36M | Sell |
3,989
-171
| -4% | -$58.2K | 1.73% | 21 |
|
|
2023
Q1 | $1.2M | Sell |
4,160
-1,095
| -21% | -$316K | 1.52% | 25 |
|
|
2022
Q4 | $1.26M | Sell |
5,255
-1,353
| -20% | -$325K | 1.94% | 18 |
|
|
2022
Q3 | $1.54M | Buy |
6,608
+232
| +4% | +$54K | 1.84% | 25 |
|
|
2022
Q2 | $1.64M | Buy |
6,376
+85
| +1% | +$21.8K | 1.83% | 24 |
|
|
2022
Q1 | $1.94M | Sell |
6,291
-105
| -2% | -$32.4K | 1.91% | 28 |
|
|
2021
Q4 | $2.15M | Buy |
6,396
+598
| +10% | +$201K | 2.05% | 21 |
|
|
2021
Q3 | $1.63M | Sell |
5,798
-1,069
| -16% | -$301K | 1.8% | 22 |
|
|
2021
Q2 | $1.86M | Buy |
+6,867
| New | +$1.86M | 2.32% | 16 |
|