HWA
Hilltop Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
5,606
+317
| +6% | +$158K | 1.57% | 17 |
|
|
2025
Q1 | $1.99M | Buy |
5,289
+209
| +4% | +$78.5K | 1.12% | 20 |
|
|
2024
Q4 | $2.14M | Sell |
5,080
-334
| -6% | -$141K | 1.08% | 18 |
|
|
2024
Q3 | $2.33M | Buy |
5,414
+3,486
| +181% | +$1.5M | 1.09% | 21 |
|
|
2024
Q2 | $862K | Buy |
1,928
+527
| +38% | +$236K | 0.43% | 27 |
|
|
2024
Q1 | $590K | Sell |
1,401
-250
| -15% | -$105K | 0.3% | 32 |
|
|
2023
Q4 | $621K | Sell |
1,651
-87
| -5% | -$32.7K | 0.35% | 27 |
|
|
2023
Q3 | $549K | Buy |
1,738
+127
| +8% | +$40.1K | 0.42% | 24 |
|
|
2023
Q2 | $549K | Sell |
1,611
-3
| -0.2% | -$1.02K | 0.4% | 25 |
|
|
2023
Q1 | $465K | Buy |
1,614
+100
| +7% | +$28.8K | 0.37% | 27 |
|
|
2022
Q4 | $363K | Hold |
1,514
| – | – | 0.31% | 30 |
|
|
2022
Q3 | $353K | Hold |
1,514
| – | – | 0.36% | 28 |
|
|
2022
Q2 | $389K | Hold |
1,514
| – | – | 0.38% | 19 |
|
|
2022
Q1 | $467K | Hold |
1,514
| – | – | 0.4% | 19 |
|
|
2021
Q4 | $509K | Hold |
1,514
| – | – | 0.35% | 22 |
|
|
2021
Q3 | $427K | Hold |
1,514
| – | – | 0.3% | 23 |
|
|
2021
Q2 | $410K | Hold |
1,514
| – | – | 0.29% | 22 |
|
|
2021
Q1 | $357K | Hold |
1,514
| – | – | 0.27% | 23 |
|
|
2020
Q4 | $337K | Hold |
1,514
| – | – | 0.3% | 24 |
|
|
2020
Q3 | $318K | Hold |
1,514
| – | – | 0.32% | 21 |
|
|
2020
Q2 | $308K | Hold |
1,514
| – | – | 0.34% | 20 |
|
|
2020
Q1 | $239K | Sell |
1,514
-200
| -12% | -$31.6K | 0.29% | 22 |
|
|
2019
Q4 | $270K | Buy |
+1,714
| New | +$270K | 0.28% | 26 |
|