FWA
FSM Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
29,322
+6,124
| +26% | +$3.05M | 2.37% | 13 |
|
|
2025
Q1 | $8.71M | Buy |
23,198
+1,792
| +8% | +$673K | 1.96% | 15 |
|
|
2024
Q4 | $9.09M | Buy |
21,406
+1,674
| +8% | +$711K | 2.22% | 15 |
|
|
2024
Q3 | $8.49M | Buy |
19,732
+1,251
| +7% | +$538K | 2.25% | 14 |
|
|
2024
Q2 | $8.26M | Buy |
18,481
+236
| +1% | +$105K | 2.77% | 10 |
|
|
2024
Q1 | $7.68M | Sell |
18,245
-27
| -0.1% | -$11.4K | 2.73% | 10 |
|
|
2023
Q4 | $6.87M | Sell |
18,272
-371
| -2% | -$140K | 2.92% | 10 |
|
|
2023
Q3 | $5.89M | Sell |
18,643
-1,457
| -7% | -$460K | 2.96% | 10 |
|
|
2023
Q2 | $6.68M | Sell |
20,100
-315
| -2% | -$105K | 3.35% | 7 |
|
|
2023
Q1 | $5.89M | Buy |
20,415
+1,119
| +6% | +$323K | 3.42% | 7 |
|
|
2022
Q4 | $4.63M | Buy |
19,296
+2,017
| +12% | +$484K | 3.29% | 6 |
|
|
2022
Q3 | $4.02M | Buy |
17,279
+3,458
| +25% | +$805K | 3.34% | 5 |
|
|
2022
Q2 | $3.87M | Buy |
+13,821
| New | +$3.87M | 3.84% | 4 |
|