HNWAG
High Net Worth Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
13,147
+61
| +0.5% | +$30.4K | 1.73% | 10 |
|
|
2025
Q1 | $4.91M | Buy |
13,086
+241
| +2% | +$90.5K | 1.39% | 15 |
|
|
2024
Q4 | $5.42M | Sell |
12,845
-625
| -5% | -$263K | 1.51% | 14 |
|
|
2024
Q3 | $5.8M | Buy |
13,470
+587
| +5% | +$253K | 1.59% | 12 |
|
|
2024
Q2 | $5.76M | Sell |
12,883
-129
| -1% | -$57.7K | 1.75% | 11 |
|
|
2024
Q1 | $5.47M | Buy |
13,012
+1,159
| +10% | +$488K | 1.72% | 11 |
|
|
2023
Q4 | $4.46M | Sell |
11,853
-279
| -2% | -$105K | 1.66% | 14 |
|
|
2023
Q3 | $3.83M | Buy |
12,132
+15
| +0.1% | +$4.74K | 1.54% | 14 |
|
|
2023
Q2 | $4.13M | Buy |
12,117
+537
| +5% | +$183K | 1.6% | 14 |
|
|
2023
Q1 | $3.34M | Sell |
11,580
-854
| -7% | -$246K | 1.36% | 15 |
|
|
2022
Q4 | $2.98M | Sell |
12,434
-687
| -5% | -$165K | 1.16% | 15 |
|
|
2022
Q3 | $3.06M | Buy |
13,121
+151
| +1% | +$35.2K | 1.31% | 13 |
|
|
2022
Q2 | $3.33M | Sell |
12,970
-297
| -2% | -$76.3K | 1.38% | 12 |
|
|
2022
Q1 | $4.09M | Buy |
13,267
+87
| +0.7% | +$26.8K | 1.49% | 14 |
|
|
2021
Q4 | $4.43M | Buy |
+13,180
| New | +$4.43M | 1.55% | 14 |
|