HWA
HHM Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
23,976
-865
| -3% | -$430K | 1.42% | 15 |
|
|
2025
Q1 | $9.33M | Buy |
24,841
+379
| +2% | +$142K | 1.26% | 15 |
|
|
2024
Q4 | $10.3M | Buy |
24,462
+5,385
| +28% | +$2.27M | 1.4% | 14 |
|
|
2024
Q3 | $8.21M | Buy |
19,077
+283
| +2% | +$122K | 1.16% | 15 |
|
|
2024
Q2 | $8.4M | Buy |
18,794
+1,542
| +9% | +$689K | 1.26% | 15 |
|
|
2024
Q1 | $7.26M | Sell |
17,252
-166
| -1% | -$69.8K | 1.19% | 14 |
|
|
2023
Q4 | $6.55M | Buy |
17,418
+149
| +0.9% | +$56K | 1.14% | 13 |
|
|
2023
Q3 | $5.45M | Sell |
17,269
-120
| -0.7% | -$37.9K | 1.07% | 13 |
|
|
2023
Q2 | $5.92M | Buy |
17,389
+8
| +0% | +$2.72K | 1.11% | 13 |
|
|
2023
Q1 | $5.01M | Buy |
17,381
+435
| +3% | +$125K | 1.02% | 13 |
|
|
2022
Q4 | $4.06M | Buy |
16,946
+143
| +0.9% | +$34.3K | 0.93% | 15 |
|
|
2022
Q3 | $3.91M | Sell |
16,803
-1,304
| -7% | -$304K | 1.03% | 14 |
|
|
2022
Q2 | $4.65M | Buy |
18,107
+605
| +3% | +$155K | 1.19% | 13 |
|
|
2022
Q1 | $5.4M | Buy |
17,502
+4,907
| +39% | +$1.51M | 1.26% | 13 |
|
|
2021
Q4 | $4.24M | Buy |
12,595
+125
| +1% | +$42K | 1.02% | 13 |
|
|
2021
Q3 | $3.52M | Sell |
12,470
-222
| -2% | -$62.6K | 0.96% | 13 |
|
|
2021
Q2 | $3.44M | Buy |
12,692
+395
| +3% | +$107K | 0.93% | 13 |
|
|
2021
Q1 | $2.9M | Buy |
12,297
+277
| +2% | +$65.3K | 0.9% | 15 |
|
|
2020
Q4 | $2.67M | Buy |
12,020
+270
| +2% | +$60K | 0.92% | 14 |
|
|
2020
Q3 | $2.47M | Buy |
11,750
+848
| +8% | +$178K | 0.99% | 14 |
|
|
2020
Q2 | $2.22M | Buy |
10,902
+817
| +8% | +$166K | 0.93% | 16 |
|
|
2020
Q1 | $1.59M | Sell |
10,085
-360
| -3% | -$56.8K | 0.78% | 16 |
|
|
2019
Q4 | $1.65M | Buy |
10,445
+1,876
| +22% | +$296K | 0.79% | 17 |
|
|
2019
Q3 | $1.19M | Buy |
8,569
+680
| +9% | +$94.5K | 0.68% | 18 |
|
|
2019
Q2 | $1.06M | Buy |
7,889
+800
| +11% | +$107K | 0.62% | 20 |
|
|
2019
Q1 | $836K | Buy |
7,089
+3,747
| +112% | +$442K | 0.53% | 22 |
|
|
2018
Q4 | $339K | Buy |
+3,342
| New | +$339K | 0.25% | 37 |
|