EWA
ERTS Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,503
| Closed | -$2.07M | – | 67 |
|
|
2025
Q1 | $2.07M | Sell |
5,503
-227
| -4% | -$85.2K | 0.4% | 20 |
|
|
2024
Q4 | $2.42M | Sell |
5,730
-43
| -0.7% | -$18.1K | 0.46% | 20 |
|
|
2024
Q3 | $2.48M | Sell |
5,773
-12
| -0.2% | -$5.16K | 0.47% | 20 |
|
|
2024
Q2 | $2.59M | Sell |
5,785
-203
| -3% | -$90.7K | 0.52% | 20 |
|
|
2024
Q1 | $2.52M | Sell |
5,988
-140
| -2% | -$58.9K | 0.51% | 18 |
|
|
2023
Q4 | $2.3M | Sell |
6,128
-177
| -3% | -$66.6K | 0.5% | 16 |
|
|
2023
Q3 | $1.99M | Buy |
6,305
+41
| +0.7% | +$12.9K | 0.48% | 15 |
|
|
2023
Q2 | $2.13M | Buy |
6,264
+18
| +0.3% | +$6.13K | 0.5% | 17 |
|
|
2023
Q1 | $1.8M | Sell |
6,246
-371
| -6% | -$107K | 0.44% | 20 |
|
|
2022
Q4 | $1.59M | Sell |
6,617
-193
| -3% | -$46.3K | 0.41% | 26 |
|
|
2022
Q3 | $1.59M | Buy |
6,810
+710
| +12% | +$165K | 0.45% | 23 |
|
|
2022
Q2 | $1.57M | Buy |
6,100
+52
| +0.9% | +$13.4K | 0.44% | 21 |
|
|
2022
Q1 | $1.87M | Sell |
6,048
-849
| -12% | -$262K | 0.52% | 18 |
|
|
2021
Q4 | $2.32M | Buy |
6,897
+71
| +1% | +$23.9K | 0.55% | 18 |
|
|
2021
Q3 | $1.92M | Sell |
6,826
-269
| -4% | -$75.8K | 0.5% | 20 |
|
|
2021
Q2 | $1.92M | Sell |
7,095
-120
| -2% | -$32.5K | 0.52% | 19 |
|
|
2021
Q1 | $1.7M | Sell |
7,215
-278
| -4% | -$65.5K | 0.5% | 21 |
|
|
2020
Q4 | $1.67M | Sell |
7,493
-481
| -6% | -$107K | 0.54% | 21 |
|
|
2020
Q3 | $1.68M | Sell |
7,974
-101
| -1% | -$21.2K | 0.63% | 21 |
|
|
2020
Q2 | $1.64M | Sell |
8,075
-264
| -3% | -$53.7K | 0.66% | 22 |
|
|
2020
Q1 | $1.32M | Sell |
8,339
-771
| -8% | -$122K | 0.64% | 23 |
|
|
2019
Q4 | $1.44M | Sell |
9,110
-230
| -2% | -$36.3K | 0.65% | 18 |
|
|
2019
Q3 | $1.3M | Sell |
9,340
-1,036
| -10% | -$144K | 0.66% | 16 |
|
|
2019
Q2 | $1.39M | Buy |
10,376
+200
| +2% | +$26.8K | 0.77% | 19 |
|
|
2019
Q1 | $1.2M | Buy |
10,176
+778
| +8% | +$91.7K | 0.71% | 19 |
|
|
2018
Q4 | $955K | Buy |
+9,398
| New | +$955K | 0.68% | 21 |
|