HPWA
Hall Private Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.23M | Sell |
19,743
-103
| -0.5% | -$32.5K | 4.19% | 10 |
|
|
2023
Q2 | $6.76M | Buy |
19,846
+14,887
| +300% | +$5.07M | 3.65% | 12 |
|
|
2023
Q1 | $1.43M | Buy |
4,959
+948
| +24% | +$273K | 0.74% | 31 |
|
|
2022
Q4 | $962K | Buy |
4,011
+1,767
| +79% | +$424K | 0.55% | 31 |
|
|
2022
Q3 | $523K | Buy |
2,244
+500
| +29% | +$117K | 0.3% | 30 |
|
|
2022
Q2 | $448K | Sell |
1,744
-48
| -3% | -$12.3K | 0.25% | 32 |
|
|
2022
Q1 | $552K | Hold |
1,792
| – | – | 0.29% | 33 |
|
|
2021
Q4 | $603K | Sell |
1,792
-93
| -5% | -$31.3K | 0.37% | 31 |
|
|
2021
Q3 | $531K | Sell |
1,885
-213
| -10% | -$60K | 0.34% | 32 |
|
|
2021
Q2 | $568K | Buy |
+2,098
| New | +$568K | 0.37% | 35 |
|
|
2020
Q4 | $563K | Buy |
+2,532
| New | +$563K | 0.46% | 34 |
|