EA
Ergawealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
793
+52
| +7% | +$25.9K | 0.18% | 51 |
|
|
2025
Q1 | $278K | Sell |
741
-10
| -1% | -$3.75K | 0.14% | 53 |
|
|
2024
Q4 | $316K | Sell |
751
-183
| -20% | -$77.1K | 0.16% | 51 |
|
|
2024
Q3 | $402K | Buy |
934
+30
| +3% | +$12.9K | 0.2% | 45 |
|
|
2024
Q2 | $404K | Buy |
904
+3
| +0.3% | +$1.34K | 0.22% | 45 |
|
|
2024
Q1 | $379K | Buy |
901
+13
| +1% | +$5.47K | 0.21% | 43 |
|
|
2023
Q4 | $334K | Hold |
888
| – | – | 0.21% | 37 |
|
|
2023
Q3 | $280K | Hold |
888
| – | – | 0.19% | 40 |
|
|
2023
Q2 | $302K | Buy |
888
+87
| +11% | +$29.6K | 0.21% | 36 |
|
|
2023
Q1 | $231K | Buy |
+801
| New | +$231K | 0.19% | 42 |
|