EWA
Etesian Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Sell |
13,832
-171
| -1% | -$85.1K | 2.57% | 8 |
|
|
2025
Q1 | $5.26M | Buy |
14,003
+510
| +4% | +$191K | 2.27% | 11 |
|
|
2024
Q4 | $5.69M | Buy |
13,493
+118
| +0.9% | +$49.7K | 2.52% | 9 |
|
|
2024
Q3 | $5.76M | Buy |
13,375
+2,968
| +29% | +$1.28M | 2.61% | 9 |
|
|
2024
Q2 | $4.65M | Buy |
10,407
+178
| +2% | +$79.6K | 2.61% | 8 |
|
|
2024
Q1 | $4.3M | Sell |
10,229
-108
| -1% | -$45.4K | 2.47% | 9 |
|
|
2023
Q4 | $3.88M | Buy |
10,337
+25
| +0.2% | +$9.38K | 2.33% | 10 |
|
|
2023
Q3 | $3.26M | Sell |
10,312
-124
| -1% | -$39.2K | 2.19% | 10 |
|
|
2023
Q2 | $3.55M | Sell |
10,436
-90
| -0.9% | -$30.7K | 2.32% | 9 |
|
|
2023
Q1 | $3.03M | Sell |
10,526
-258
| -2% | -$74.4K | 2.02% | 9 |
|
|
2022
Q4 | $2.59M | Buy |
+10,784
| New | +$2.59M | 1.88% | 10 |
|