IWA
Inspirion Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
5,148
-725
| -12% | -$361K | 0.34% | 33 |
|
|
2025
Q1 | $2.2M | Buy |
5,873
+267
| +5% | +$100K | 0.31% | 30 |
|
|
2024
Q4 | $2.37M | Sell |
5,606
-14
| -0.2% | -$5.91K | 0.33% | 30 |
|
|
2024
Q3 | $2.42M | Buy |
5,620
+183
| +3% | +$78.7K | 0.34% | 30 |
|
|
2024
Q2 | $2.43M | Buy |
5,437
+360
| +7% | +$161K | 0.37% | 31 |
|
|
2024
Q1 | $2.14M | Sell |
5,077
-232
| -4% | -$97.6K | 0.35% | 33 |
|
|
2023
Q4 | $1.97M | Buy |
5,309
+113
| +2% | +$41.9K | 0.35% | 36 |
|
|
2023
Q3 | $1.64M | Buy |
5,196
+149
| +3% | +$47K | 0.32% | 40 |
|
|
2023
Q2 | $1.72M | Buy |
5,047
+835
| +20% | +$284K | 0.33% | 37 |
|
|
2023
Q1 | $1.21M | Sell |
4,212
-29
| -0.7% | -$8.36K | 0.24% | 41 |
|
|
2022
Q4 | $1.02M | Buy |
4,241
+3
| +0.1% | +$719 | 0.22% | 45 |
|
|
2022
Q3 | $987K | Buy |
4,238
+58
| +1% | +$13.5K | 0.22% | 42 |
|
|
2022
Q2 | $1.07M | Buy |
4,180
+344
| +9% | +$88.3K | 0.24% | 45 |
|
|
2022
Q1 | $1.18M | Buy |
3,836
+820
| +27% | +$253K | 0.24% | 41 |
|
|
2021
Q4 | $1.02M | Buy |
3,016
+20
| +0.7% | +$6.73K | 0.21% | 46 |
|
|
2021
Q3 | $844K | Buy |
2,996
+22
| +0.7% | +$6.2K | 0.19% | 46 |
|
|
2021
Q2 | $806K | Sell |
2,974
-475
| -14% | -$129K | 0.2% | 45 |
|
|
2021
Q1 | $813K | Buy |
3,449
+307
| +10% | +$72.4K | 0.22% | 44 |
|
|
2020
Q4 | $699K | Buy |
3,142
+144
| +5% | +$32K | 0.2% | 42 |
|
|
2020
Q3 | $630K | Buy |
2,998
+2
| +0.1% | +$420 | 0.22% | 39 |
|
|
2020
Q2 | $610K | Buy |
2,996
+104
| +4% | +$21.2K | 0.24% | 37 |
|
|
2020
Q1 | $456K | Buy |
2,892
+987
| +52% | +$156K | 0.23% | 41 |
|
|
2019
Q4 | $300K | Hold |
1,905
| – | – | 0.1% | 62 |
|
|
2019
Q3 | $265K | Sell |
1,905
-30
| -2% | -$4.17K | 0.12% | 64 |
|
|
2019
Q2 | $259K | Hold |
1,935
| – | – | 0.11% | 64 |
|
|
2019
Q1 | $228K | Buy |
+1,935
| New | +$228K | 0.1% | 68 |
|
|
2018
Q4 | – | Sell |
-1,935
| Closed | -$221K | – | 75 |
|
|
2018
Q3 | $221K | Buy |
+1,935
| New | +$221K | 0.09% | 71 |
|