HWA
Hillcrest Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Hold |
728
| – | – | 0.17% | 37 |
|
|
2025
Q1 | $273K | Hold |
728
| – | – | 0.14% | 44 |
|
|
2024
Q4 | $307K | Hold |
728
| – | – | 0.15% | 43 |
|
|
2024
Q3 | $313K | Hold |
728
| – | – | 0.16% | 40 |
|
|
2024
Q2 | $325K | Sell |
728
-76
| -9% | -$34K | 0.18% | 38 |
|
|
2024
Q1 | $338K | Sell |
804
-16
| -2% | -$6.73K | 0.18% | 37 |
|
|
2023
Q4 | $308K | Buy |
820
+1
| +0.1% | +$376 | 0.17% | 40 |
|
|
2023
Q3 | $259K | Hold |
819
| – | – | 0.15% | 43 |
|
|
2023
Q2 | $279K | Sell |
819
-40
| -5% | -$13.6K | 0.16% | 40 |
|
|
2023
Q1 | $248K | Buy |
859
+1
| +0.1% | +$288 | 0.15% | 43 |
|
|
2022
Q4 | $206K | Hold |
858
| – | – | 0.12% | 48 |
|
|
2022
Q3 | $200K | Hold |
858
| – | – | 0.13% | 50 |
|
|
2022
Q2 | $220K | Hold |
858
| – | – | 0.13% | 49 |
|
|
2022
Q1 | $265K | Hold |
858
| – | – | 0.15% | 43 |
|
|
2021
Q4 | $289K | Hold |
858
| – | – | 0.16% | 44 |
|
|
2021
Q3 | $242K | Sell |
858
-63
| -7% | -$17.8K | 0.14% | 49 |
|
|
2021
Q2 | $249K | Buy |
+921
| New | +$249K | 0.15% | 47 |
|