HWA
HCR Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Buy |
46,908
+74
| +0.2% | +$36.8K | 2.75% | 7 |
|
|
2025
Q1 | $17.6M | Buy |
46,834
+347
| +0.7% | +$130K | 2.29% | 7 |
|
|
2024
Q4 | $19.6M | Sell |
46,487
-537
| -1% | -$226K | 2.45% | 7 |
|
|
2024
Q3 | $20.2M | Buy |
47,024
+34
| +0.1% | +$14.6K | 2.65% | 6 |
|
|
2024
Q2 | $21M | Buy |
46,990
+793
| +2% | +$354K | 3% | 6 |
|
|
2024
Q1 | $19.4M | Sell |
46,197
-11,637
| -20% | -$4.9M | 2.95% | 7 |
|
|
2023
Q4 | $21.7M | Buy |
57,834
+7,350
| +15% | +$2.76M | 3.44% | 5 |
|
|
2023
Q3 | $15.9M | Sell |
50,484
-1,437
| -3% | -$454K | 3.5% | 5 |
|
|
2023
Q2 | $17.7M | Sell |
51,921
-274
| -0.5% | -$93.3K | 3.27% | 5 |
|
|
2023
Q1 | $15M | Sell |
52,195
-511
| -1% | -$147K | 2.98% | 5 |
|
|
2022
Q4 | $12.6M | Buy |
52,706
+1,040
| +2% | +$249K | 2.65% | 6 |
|
|
2022
Q3 | $12M | Sell |
51,666
-254
| -0.5% | -$59.2K | 2.56% | 7 |
|
|
2022
Q2 | $13.3M | Buy |
51,920
+196
| +0.4% | +$50.3K | 2.68% | 6 |
|
|
2022
Q1 | $15.9M | Buy |
51,724
+1,265
| +3% | +$390K | 2.61% | 6 |
|
|
2021
Q4 | $17M | Buy |
50,459
+3,067
| +6% | +$1.03M | 2.63% | 5 |
|
|
2021
Q3 | $13.4M | Sell |
47,392
-259
| -0.5% | -$73K | 2.23% | 8 |
|
|
2021
Q2 | $12.9M | Buy |
47,651
+74
| +0.2% | +$20K | 2.24% | 8 |
|
|
2021
Q1 | $11.2M | Sell |
47,577
-14,192
| -23% | -$3.35M | 2.22% | 8 |
|
|
2020
Q4 | $13.7M | Buy |
61,769
+496
| +0.8% | +$110K | 2.88% | 5 |
|
|
2020
Q3 | $12.9M | Sell |
61,273
-357
| -0.6% | -$75.2K | 2.95% | 7 |
|
|
2020
Q2 | $12.6M | Sell |
61,630
-1,803
| -3% | -$369K | 2.96% | 7 |
|
|
2020
Q1 | $10M | Buy |
63,433
+652
| +1% | +$103K | 2.86% | 7 |
|
|
2019
Q4 | $9.9M | Buy |
62,781
+15,785
| +34% | +$2.49M | 2.4% | 7 |
|
|
2019
Q3 | $6.54M | Sell |
46,996
-12,278
| -21% | -$1.71M | 2.17% | 7 |
|
|
2019
Q2 | $7.94M | Buy |
59,274
+2,925
| +5% | +$392K | 2.26% | 7 |
|
|
2019
Q1 | $6.39M | Buy |
56,349
+10,496
| +23% | +$1.19M | 1.83% | 10 |
|
|
2018
Q4 | $4.66M | Buy |
45,853
+1,466
| +3% | +$149K | 1.5% | 9 |
|
|
2018
Q3 | $4.84M | Sell |
44,387
-718
| -2% | -$78.2K | 1.58% | 9 |
|
|
2018
Q2 | $4.52M | Buy |
45,105
+368
| +0.8% | +$36.8K | 1.48% | 11 |
|
|
2018
Q1 | $4.08M | Buy |
44,737
+22
| +0% | +$2.01K | 1.42% | 11 |
|
|
2017
Q4 | $3.83M | Buy |
+44,715
| New | +$3.83M | 1.34% | 12 |
|
|
2017
Q3 | – | Sell |
-43,931
| Closed | -$3.03M | – | 164 |
|
|
2017
Q2 | $3.03M | Sell |
43,931
-80
| -0.2% | -$5.51K | 1.5% | 15 |
|
|
2017
Q1 | $2.9M | Sell |
44,011
-540
| -1% | -$35.6K | 1.48% | 15 |
|
|
2016
Q4 | $2.77M | Buy |
+44,551
| New | +$2.77M | 1.46% | 15 |
|