EWA
Encompass Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.15M | Sell |
18,404
-285
| -2% | -$142K | 3.36% | 7 |
|
|
2025
Q1 | $7.02M | Sell |
18,689
-144
| -0.8% | -$54.1K | 2.86% | 8 |
|
|
2024
Q4 | $7.94M | Sell |
18,833
-4,439
| -19% | -$1.87M | 3.21% | 9 |
|
|
2024
Q3 | $10M | Sell |
23,272
-123
| -0.5% | -$52.9K | 2.51% | 9 |
|
|
2024
Q2 | $10.5M | Sell |
23,395
-29
| -0.1% | -$13K | 2.77% | 7 |
|
|
2024
Q1 | $9.86M | Buy |
23,424
+30
| +0.1% | +$12.6K | 2.62% | 8 |
|
|
2023
Q4 | $8.8M | Buy |
23,394
+204
| +0.9% | +$76.7K | 2.64% | 9 |
|
|
2023
Q3 | $7.32M | Buy |
23,190
+513
| +2% | +$162K | 2.44% | 9 |
|
|
2023
Q2 | $7.72M | Sell |
22,677
-223
| -1% | -$75.9K | 2.51% | 9 |
|
|
2023
Q1 | $6.6M | Sell |
22,900
-9
| -0% | -$2.6K | 2.25% | 9 |
|
|
2022
Q4 | $5.49M | Sell |
22,909
-683
| -3% | -$164K | 2% | 9 |
|
|
2022
Q3 | $5.5M | Sell |
23,592
-645
| -3% | -$150K | 2.09% | 9 |
|
|
2022
Q2 | $6.23M | Sell |
24,237
-2,772
| -10% | -$712K | 2.2% | 9 |
|
|
2022
Q1 | $8.33M | Buy |
27,009
+655
| +2% | +$202K | 2.1% | 10 |
|
|
2021
Q4 | $8.86M | Buy |
26,354
+421
| +2% | +$142K | 2.16% | 10 |
|
|
2021
Q3 | $7.31M | Sell |
25,933
-8,251
| -24% | -$2.33M | 1.91% | 10 |
|
|
2021
Q2 | $9.26M | Buy |
34,184
+174
| +0.5% | +$47.1K | 2.28% | 9 |
|
|
2021
Q1 | $8.39M | Sell |
34,010
-1,589
| -4% | -$392K | 2.14% | 9 |
|
|
2020
Q4 | $7.92M | Buy |
+35,599
| New | +$7.92M | 4.56% | 6 |
|