FWA
FOCUS Wealth Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.36M | Sell |
6,747
-37
| -0.5% | -$18.4K | 1.74% | 18 |
|
2025
Q1 | $2.55M | Buy |
6,784
+27
| +0.4% | +$10.1K | 1.41% | 21 |
|
2024
Q4 | $2.85M | Sell |
6,757
-12
| -0.2% | -$5.06K | 1.51% | 20 |
|
2024
Q3 | $2.91M | Sell |
6,769
-155
| -2% | -$66.7K | 1.45% | 19 |
|
2024
Q2 | $3.09M | Buy |
6,924
+290
| +4% | +$130K | 1.59% | 19 |
|
2024
Q1 | $2.79M | Sell |
6,634
-64
| -1% | -$26.9K | 1.49% | 18 |
|
2023
Q4 | $2.52M | Sell |
6,698
-203
| -3% | -$76.3K | 1.59% | 19 |
|
2023
Q3 | $2.18M | Buy |
6,901
+596
| +9% | +$188K | 1.51% | 19 |
|
2023
Q2 | $2.15M | Sell |
6,305
-592
| -9% | -$202K | 1.45% | 18 |
|
2023
Q1 | $1.99M | Buy |
6,897
+508
| +8% | +$146K | 1.31% | 20 |
|
2022
Q4 | $1.53M | Sell |
6,389
-122
| -2% | -$29.3K | 1.06% | 29 |
|
2022
Q3 | $1.52M | Sell |
6,511
-16
| -0.2% | -$3.73K | 1.07% | 25 |
|
2022
Q2 | $1.68M | Buy |
6,527
+103
| +2% | +$26.4K | 1.15% | 20 |
|
2022
Q1 | $1.98M | Sell |
6,424
-104
| -2% | -$32.1K | 1.18% | 19 |
|
2021
Q4 | $2.2M | Buy |
6,528
+175
| +3% | +$58.9K | 1.31% | 18 |
|
2021
Q3 | $1.79M | Buy |
6,353
+118
| +2% | +$33.3K | 1.21% | 22 |
|
2021
Q2 | $1.69M | Buy |
6,235
+77
| +1% | +$20.9K | 1.18% | 22 |
|
2021
Q1 | $1.49M | Sell |
6,158
-259
| -4% | -$62.8K | 1.1% | 23 |
|
2020
Q4 | $1.43M | Buy |
+6,417
| New | +$1.43M | 1.1% | 22 |
|