IWA
IVC Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
4,001
+134
| +3% | +$66.6K | 0.97% | 20 |
|
|
2025
Q1 | $1.45M | Buy |
3,867
+1,133
| +41% | +$425K | 0.78% | 28 |
|
|
2024
Q4 | $1.15M | Sell |
2,734
-503
| -16% | -$212K | 0.64% | 35 |
|
|
2024
Q3 | $1.39M | Buy |
3,237
+167
| +5% | +$71.9K | 0.76% | 32 |
|
|
2024
Q2 | $1.37M | Buy |
3,070
+112
| +4% | +$50.1K | 0.77% | 31 |
|
|
2024
Q1 | $1.24M | Sell |
2,958
-4
| -0.1% | -$1.68K | 0.72% | 34 |
|
|
2023
Q4 | $1.11M | Buy |
2,962
+52
| +2% | +$19.6K | 0.69% | 36 |
|
|
2023
Q3 | $919K | Buy |
2,910
+16
| +0.6% | +$5.05K | 0.61% | 45 |
|
|
2023
Q2 | $985K | Buy |
2,894
+144
| +5% | +$49K | 0.62% | 41 |
|
|
2023
Q1 | $793K | Sell |
2,750
-33
| -1% | -$9.51K | 0.56% | 54 |
|
|
2022
Q4 | $668K | Sell |
2,783
-13
| -0.5% | -$3.12K | 0.49% | 59 |
|
|
2022
Q3 | $651K | Buy |
2,796
+15
| +0.5% | +$3.49K | 0.52% | 54 |
|
|
2022
Q2 | $714K | Buy |
2,781
+237
| +9% | +$60.8K | 0.55% | 50 |
|
|
2022
Q1 | $784K | Buy |
2,544
+274
| +12% | +$84.4K | 0.52% | 50 |
|
|
2021
Q4 | $763K | Sell |
2,270
-5
| -0.2% | -$1.68K | 0.49% | 53 |
|
|
2021
Q3 | $641K | Buy |
2,275
+41
| +2% | +$11.6K | 0.44% | 59 |
|
|
2021
Q2 | $605K | Sell |
2,234
-95
| -4% | -$25.7K | 0.43% | 64 |
|
|
2021
Q1 | $549K | Buy |
2,329
+1
| +0% | +$236 | 0.43% | 68 |
|
|
2020
Q4 | $518K | Buy |
+2,328
| New | +$518K | 0.49% | 58 |
|