HNWA
Henrickson Nauta Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
3,199
+217
| +7% | +$108K | 0.55% | 19 |
|
|
2025
Q1 | $1.14M | Buy |
2,982
+75
| +3% | +$28.6K | 0.47% | 20 |
|
|
2024
Q4 | $1.23M | Sell |
2,907
-143
| -5% | -$60.3K | 0.5% | 19 |
|
|
2024
Q3 | $1.31M | Sell |
3,050
-11
| -0.4% | -$4.73K | 0.52% | 19 |
|
|
2024
Q2 | $1.37M | Sell |
3,061
-263
| -8% | -$118K | 0.58% | 19 |
|
|
2024
Q1 | $1.41M | Buy |
3,324
+62
| +2% | +$26.2K | 0.62% | 16 |
|
|
2023
Q4 | $1.23M | Buy |
3,262
+398
| +14% | +$150K | 0.6% | 20 |
|
|
2023
Q3 | $904K | Sell |
2,864
-60
| -2% | -$18.9K | 0.55% | 18 |
|
|
2023
Q2 | $996K | Buy |
2,924
+26
| +0.9% | +$8.85K | 0.68% | 17 |
|
|
2023
Q1 | $835K | Buy |
2,898
+36
| +1% | +$10.4K | 0.6% | 20 |
|
|
2022
Q4 | $686K | Sell |
2,862
-121
| -4% | -$29K | 0.55% | 21 |
|
|
2022
Q3 | $695K | Buy |
2,983
+34
| +1% | +$7.92K | 0.66% | 19 |
|
|
2022
Q2 | $757K | Buy |
2,949
+5
| +0.2% | +$1.28K | 0.69% | 17 |
|
|
2022
Q1 | $908K | Sell |
2,944
-33
| -1% | -$10.2K | 0.76% | 13 |
|
|
2021
Q4 | $882K | Buy |
+2,977
| New | +$882K | 0.72% | 14 |
|