IWA
Icon Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.1M | Buy |
94,709
+12,068
| +15% | +$6M | 3.35% | 5 |
|
|
2025
Q1 | $31M | Buy |
82,641
+296
| +0.4% | +$111K | 2.55% | 7 |
|
|
2024
Q4 | $34.7M | Buy |
82,345
+2,354
| +3% | +$992K | 2.85% | 6 |
|
|
2024
Q3 | $34.4M | Sell |
79,991
-3,328
| -4% | -$1.43M | 2.87% | 6 |
|
|
2024
Q2 | $34.9M | Buy |
83,319
+6,957
| +9% | +$2.91M | 3.1% | 5 |
|
|
2024
Q1 | $32.1M | Buy |
76,362
+12,519
| +20% | +$5.27M | 2.98% | 4 |
|
|
2023
Q4 | $24M | Buy |
+63,843
| New | +$24M | 2.5% | 7 |
|
|
2022
Q4 | $19.9M | Buy |
82,856
+149
| +0.2% | +$35.7K | 2.28% | 8 |
|
|
2022
Q3 | $19.3M | Buy |
+82,707
| New | +$19.3M | 2.34% | 6 |
|