KWA
Kingswood Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Sell |
59,195
-5,628
| -9% | -$2.8M | 2.33% | 4 |
|
|
2025
Q1 | $24.4M | Sell |
64,823
-7,383
| -10% | -$2.78M | 2.23% | 4 |
|
|
2024
Q4 | $30.4M | Sell |
72,206
-48,774
| -40% | -$20.6M | 2.29% | 4 |
|
|
2024
Q3 | $52M | Buy |
120,980
+14,676
| +14% | +$6.31M | 3.71% | 3 |
|
|
2024
Q2 | $47.5M | Buy |
106,304
+23,312
| +28% | +$10.4M | 4.28% | 3 |
|
|
2024
Q1 | $34.9M | Sell |
82,992
-12,257
| -13% | -$5.16M | 4.03% | 2 |
|
|
2023
Q4 | $35.8M | Buy |
95,249
+63,372
| +199% | +$23.8M | 4.06% | 2 |
|
|
2023
Q3 | $27.5M | Sell |
31,877
-4,238
| -12% | -$3.66M | 4.71% | 1 |
|
|
2023
Q2 | $12.3M | Buy |
+36,115
| New | +$12.3M | 3.92% | 2 |
|