EWA
Evolution Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14M | Buy |
18,378
+351
| +2% | +$175K | 1.34% | 17 |
|
|
2025
Q1 | $6.77M | Buy |
18,027
+6,588
| +58% | +$2.47M | 1.13% | 20 |
|
|
2024
Q4 | $4.82M | Buy |
11,439
+2,136
| +23% | +$901K | 0.81% | 25 |
|
|
2024
Q3 | $4M | Sell |
9,303
-1,222
| -12% | -$525K | 0.72% | 30 |
|
|
2024
Q2 | $4.71M | Buy |
10,525
+1,613
| +18% | +$722K | 0.92% | 25 |
|
|
2024
Q1 | $3.75M | Buy |
8,912
+281
| +3% | +$118K | 0.72% | 30 |
|
|
2023
Q4 | $3.25M | Buy |
8,631
+174
| +2% | +$65.4K | 0.65% | 36 |
|
|
2023
Q3 | $2.67M | Hold |
8,457
| – | – | 0.6% | 38 |
|
|
2023
Q2 | $2.88M | Buy |
8,457
+1,592
| +23% | +$542K | 0.64% | 35 |
|
|
2023
Q1 | $1.98M | Buy |
6,865
+1,383
| +25% | +$399K | 0.48% | 38 |
|
|
2022
Q4 | $1.31M | Buy |
5,482
+528
| +11% | +$127K | 0.33% | 44 |
|
|
2022
Q3 | $1.15M | Sell |
4,954
-3,333
| -40% | -$776K | 0.32% | 46 |
|
|
2022
Q2 | $2.14M | Sell |
8,287
-22
| -0.3% | -$5.68K | 0.54% | 35 |
|
|
2022
Q1 | $2.58M | Buy |
8,309
+495
| +6% | +$154K | 0.53% | 34 |
|
|
2021
Q4 | $2.63K | Buy |
7,814
+42
| +0.5% | +$14 | 0.4% | 35 |
|
|
2021
Q3 | $2.19M | Buy |
7,772
+281
| +4% | +$79.2K | 0.47% | 34 |
|
|
2021
Q2 | $2.03M | Sell |
7,491
-2,805
| -27% | -$760K | 0.41% | 42 |
|
|
2021
Q1 | $2.43M | Sell |
10,296
-6
| -0.1% | -$1.41K | 0.54% | 39 |
|
|
2020
Q4 | $2.29M | Sell |
10,302
-3,253
| -24% | -$723K | 0.52% | 43 |
|
|
2020
Q3 | $2.85M | Buy |
13,555
+1,530
| +13% | +$322K | 0.78% | 30 |
|
|
2020
Q2 | $2.45M | Buy |
12,025
+3,170
| +36% | +$645K | 0.8% | 25 |
|
|
2020
Q1 | $1.4M | Sell |
8,855
-427
| -5% | -$67.4K | 0.56% | 33 |
|
|
2019
Q4 | $1.46M | Buy |
+9,282
| New | +$1.46M | 0.37% | 33 |
|
|
2019
Q3 | – | Sell |
-7,267
| Closed | -$973K | – | 555 |
|
|
2019
Q2 | $973K | Buy |
7,267
+1,008
| +16% | +$135K | 0.42% | 24 |
|
|
2019
Q1 | $738K | Buy |
6,259
+900
| +17% | +$106K | 0.34% | 36 |
|
|
2018
Q4 | $545K | Buy |
+5,359
| New | +$545K | 0.25% | 47 |
|