JWA
JFS Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
25,067
+4,074
| +19% | +$2.03M | 0.79% | 28 |
|
|
2025
Q1 | $7.88M | Buy |
20,993
+67
| +0.3% | +$25.2K | 0.53% | 35 |
|
|
2024
Q4 | $8.82M | Buy |
20,926
+420
| +2% | +$177K | 0.6% | 32 |
|
|
2024
Q3 | $8.82M | Buy |
20,506
+9,928
| +94% | +$4.27M | 0.59% | 34 |
|
|
2024
Q2 | $4.73M | Sell |
10,578
-427
| -4% | -$191K | 0.37% | 47 |
|
|
2024
Q1 | $4.63M | Sell |
11,005
-407
| -4% | -$171K | 0.37% | 48 |
|
|
2023
Q4 | $4.29M | Buy |
11,412
+359
| +3% | +$135K | 0.36% | 48 |
|
|
2023
Q3 | $3.49M | Buy |
11,053
+578
| +6% | +$182K | 0.33% | 51 |
|
|
2023
Q2 | $3.57M | Sell |
10,475
-133
| -1% | -$45.3K | 0.32% | 50 |
|
|
2023
Q1 | $3.06M | Sell |
10,608
-159
| -1% | -$45.8K | 0.29% | 56 |
|
|
2022
Q4 | $2.58M | Sell |
10,767
-3,059
| -22% | -$734K | 0.25% | 62 |
|
|
2022
Q3 | $3.22M | Sell |
13,826
-597
| -4% | -$139K | 0.35% | 47 |
|
|
2022
Q2 | $3.7M | Buy |
14,423
+1,037
| +8% | +$266K | 0.39% | 44 |
|
|
2022
Q1 | $4.13M | Sell |
13,386
-58
| -0.4% | -$17.9K | 0.39% | 47 |
|
|
2021
Q4 | $4.52M | Buy |
13,444
+1,797
| +15% | +$604K | 0.43% | 46 |
|
|
2021
Q3 | $3.28M | Buy |
11,647
+6,042
| +108% | +$1.7M | 0.34% | 58 |
|
|
2021
Q2 | $1.52M | Buy |
5,605
+421
| +8% | +$114K | 0.23% | 70 |
|
|
2021
Q1 | $1.22M | Sell |
5,184
-140
| -3% | -$33K | 0.25% | 70 |
|
|
2020
Q4 | $1.18M | Buy |
5,324
+785
| +17% | +$175K | 0.25% | 72 |
|
|
2020
Q3 | $955K | Sell |
4,539
-455
| -9% | -$95.7K | 0.23% | 73 |
|
|
2020
Q2 | $1.02M | Buy |
4,994
+82
| +2% | +$16.7K | 0.26% | 68 |
|
|
2020
Q1 | $775K | Buy |
4,912
+899
| +22% | +$142K | 0.23% | 75 |
|
|
2019
Q4 | $633K | Sell |
4,013
-210
| -5% | -$33.1K | 0.16% | 83 |
|
|
2019
Q3 | $587K | Buy |
4,223
+101
| +2% | +$14K | 0.15% | 84 |
|
|
2019
Q2 | $552K | Sell |
4,122
-1,700
| -29% | -$228K | 0.14% | 89 |
|
|
2019
Q1 | $687K | Sell |
5,822
-205
| -3% | -$24.2K | 0.18% | 83 |
|
|
2018
Q4 | $612K | Buy |
6,027
+87
| +1% | +$8.83K | 0.16% | 85 |
|
|
2018
Q3 | $679K | Sell |
5,940
-24
| -0.4% | -$2.74K | 0.17% | 85 |
|
|
2018
Q2 | $588K | Buy |
5,964
+26
| +0.4% | +$2.56K | 0.15% | 84 |
|
|
2018
Q1 | $542K | Sell |
5,938
-15
| -0.3% | -$1.37K | 0.14% | 83 |
|
|
2017
Q4 | $509K | Sell |
5,953
-221
| -4% | -$18.9K | 0.12% | 85 |
|
|
2017
Q3 | $460K | Buy |
6,174
+544
| +10% | +$40.5K | 0.12% | 87 |
|
|
2017
Q2 | $388K | Sell |
5,630
-369
| -6% | -$25.4K | 0.11% | 89 |
|
|
2017
Q1 | $373K | Hold |
5,999
| – | – | 0.1% | 98 |
|
|
2016
Q4 | $373K | Buy |
5,999
+60
| +1% | +$3.73K | 0.1% | 98 |
|
|
2016
Q3 | $342K | Sell |
5,939
-4,615
| -44% | -$266K | 0.1% | 99 |
|
|
2016
Q2 | $540K | Buy |
10,554
+4,494
| +74% | +$230K | 0.15% | 88 |
|
|
2016
Q1 | $335K | Sell |
6,060
-564
| -9% | -$31.2K | 0.1% | 101 |
|
|
2015
Q4 | $368K | Buy |
6,624
+793
| +14% | +$44.1K | 0.11% | 97 |
|
|
2015
Q3 | $258K | Buy |
+5,831
| New | +$258K | 0.11% | 93 |
|
|
2014
Q2 | – | Sell |
-5,108
| Closed | -$209K | – | 485 |
|
|
2014
Q1 | $209K | Sell |
5,108
-1,699
| -25% | -$69.6K | 0.12% | 105 |
|
|
2013
Q4 | $255K | Sell |
6,807
-2,268
| -25% | -$85K | 0.11% | 109 |
|
|
2013
Q3 | $302K | Sell |
9,075
-9,830
| -52% | -$327K | 0.14% | 90 |
|
|
2013
Q2 | $653K | Buy |
+18,905
| New | +$653K | 0.33% | 53 |
|