FMWA
Forvis Mazars Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2M | Sell |
66,817
-274
| -0.4% | -$136K | 0.72% | 23 |
|
|
2025
Q1 | $25.2M | Sell |
67,091
-676
| -1% | -$254K | 0.6% | 29 |
|
|
2024
Q4 | $28.6M | Sell |
67,767
-293
| -0.4% | -$124K | 0.66% | 28 |
|
|
2024
Q3 | $29.3M | Sell |
68,060
-942
| -1% | -$405K | 0.67% | 28 |
|
|
2024
Q2 | $30.8M | Sell |
69,002
-1,437
| -2% | -$642K | 0.77% | 25 |
|
|
2024
Q1 | $29.6M | Buy |
70,439
+573
| +0.8% | +$241K | 0.75% | 26 |
|
|
2023
Q4 | $26.3M | Buy |
69,866
+2,111
| +3% | +$794K | 0.73% | 25 |
|
|
2023
Q3 | $21.4M | Sell |
67,755
-2,874
| -4% | -$907K | 0.65% | 28 |
|
|
2023
Q2 | $24.1M | Buy |
70,629
+4,080
| +6% | +$1.39M | 0.7% | 27 |
|
|
2023
Q1 | $19.2M | Buy |
66,549
+2,003
| +3% | +$577K | 0.63% | 31 |
|
|
2022
Q4 | $15.5M | Sell |
64,546
-958
| -1% | -$230K | 0.54% | 36 |
|
|
2022
Q3 | $15.3M | Sell |
65,504
-891
| -1% | -$208K | 0.62% | 32 |
|
|
2022
Q2 | $17.1M | Buy |
66,395
+10,935
| +20% | +$2.81M | 0.69% | 26 |
|
|
2022
Q1 | $17.1M | Buy |
55,460
+3,309
| +6% | +$1.02M | 0.72% | 21 |
|
|
2021
Q4 | $17.5M | Buy |
52,151
+200
| +0.4% | +$67.3K | 0.74% | 21 |
|
|
2021
Q3 | $14.6M | Buy |
51,951
+112
| +0.2% | +$31.6K | 0.67% | 21 |
|
|
2021
Q2 | $14M | Sell |
51,839
-3,895
| -7% | -$1.06M | 0.65% | 21 |
|
|
2021
Q1 | $13.1M | Sell |
55,734
-24,069
| -30% | -$5.67M | 0.65% | 21 |
|
|
2020
Q4 | $17.8M | Buy |
79,803
+5,392
| +7% | +$1.2M | 0.89% | 18 |
|
|
2020
Q3 | $15.7M | Buy |
74,411
+331
| +0.4% | +$69.6K | 0.91% | 18 |
|
|
2020
Q2 | $15.1M | Sell |
74,080
-587
| -0.8% | -$119K | 0.98% | 16 |
|
|
2020
Q1 | $11.8M | Buy |
74,667
+504
| +0.7% | +$79.5K | 0.97% | 18 |
|
|
2019
Q4 | $11.7M | Buy |
74,163
+2,283
| +3% | +$360K | 0.84% | 17 |
|
|
2019
Q3 | $9.99M | Sell |
71,880
-1,472
| -2% | -$205K | 0.8% | 17 |
|
|
2019
Q2 | $9.83M | Sell |
73,352
-4,545
| -6% | -$609K | 0.8% | 16 |
|
|
2019
Q1 | $9.19M | Buy |
77,897
+40
| +0.1% | +$4.72K | 0.76% | 18 |
|
|
2018
Q4 | $7.91M | Buy |
77,857
+146
| +0.2% | +$14.8K | 0.81% | 17 |
|
|
2018
Q3 | $8.89M | Sell |
77,711
-2,789
| -3% | -$319K | 0.78% | 17 |
|
|
2018
Q2 | $7.94M | Sell |
80,500
-704
| -0.9% | -$69.4K | 0.77% | 15 |
|
|
2018
Q1 | $7.41M | Buy |
81,204
+446
| +0.6% | +$40.7K | 0.74% | 16 |
|
|
2017
Q4 | $6.91M | Sell |
80,758
-34
| -0% | -$2.91K | 0.69% | 16 |
|
|
2017
Q3 | $6.02M | Sell |
80,792
-2,032
| -2% | -$151K | 0.66% | 18 |
|
|
2017
Q2 | $5.71M | Buy |
82,824
+964
| +1% | +$66.4K | 0.65% | 20 |
|
|
2017
Q1 | $5.39M | Sell |
81,860
-722
| -0.9% | -$47.5K | 0.66% | 18 |
|
|
2016
Q4 | $5.13M | Buy |
82,582
+6,029
| +8% | +$375K | 0.67% | 19 |
|
|
2016
Q3 | $4.41M | Buy |
76,553
+2,095
| +3% | +$121K | 0.61% | 21 |
|
|
2016
Q2 | $3.81M | Buy |
74,458
+666
| +0.9% | +$34.1K | 0.57% | 27 |
|
|
2016
Q1 | $4.08M | Sell |
73,792
-1,349
| -2% | -$74.5K | 0.65% | 22 |
|
|
2015
Q4 | $4.17M | Sell |
75,141
-288
| -0.4% | -$16K | 0.63% | 23 |
|
|
2015
Q3 | $3.34M | Sell |
75,429
-17
| -0% | -$752 | 0.59% | 20 |
|
|
2015
Q2 | $3.33M | Sell |
75,446
-2,966
| -4% | -$131K | 0.5% | 26 |
|
|
2015
Q1 | $3.19M | Buy |
78,412
+2,530
| +3% | +$103K | 0.46% | 30 |
|
|
2014
Q4 | $3.53M | Buy |
75,882
+3,741
| +5% | +$174K | 0.58% | 25 |
|
|
2014
Q3 | $3.34M | Sell |
72,141
-3,938
| -5% | -$183K | 0.58% | 24 |
|
|
2014
Q2 | $3.17M | Sell |
76,079
-4,129
| -5% | -$172K | 0.54% | 25 |
|
|
2014
Q1 | $3.28M | Buy |
80,208
+3,662
| +5% | +$150K | 0.58% | 24 |
|
|
2013
Q4 | $2.87M | Sell |
76,546
-1,840
| -2% | -$68.9K | 0.53% | 28 |
|
|
2013
Q3 | $2.61M | Sell |
78,386
-832
| -1% | -$27.7K | 0.53% | 33 |
|
|
2013
Q2 | $2.74M | Buy |
+79,218
| New | +$2.74M | 2.17% | 8 |
|