MWA
Martel Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Sell |
2,003
-46
| -2% | -$22.9K | 0.18% | 30 |
|
|
2025
Q1 | $769K | Sell |
2,049
-30
| -1% | -$11.3K | 0.15% | 33 |
|
|
2024
Q4 | $876K | Sell |
2,079
-108
| -5% | -$45.5K | 0.17% | 33 |
|
|
2024
Q3 | $910K | Sell |
2,187
-114
| -5% | -$47.4K | 0.19% | 30 |
|
|
2024
Q2 | $1.03M | Sell |
2,301
-139
| -6% | -$62.1K | 0.22% | 29 |
|
|
2024
Q1 | $1.03M | Sell |
2,440
-5
| -0.2% | -$2.1K | 0.22% | 29 |
|
|
2023
Q4 | $919K | Buy |
2,445
+145
| +6% | +$54.5K | 0.21% | 30 |
|
|
2023
Q3 | $726K | Buy |
2,300
+1
| +0% | +$316 | 0.18% | 31 |
|
|
2023
Q2 | $783K | Buy |
2,299
+186
| +9% | +$63.3K | 0.19% | 31 |
|
|
2023
Q1 | $609K | Buy |
2,113
+655
| +45% | +$189K | 0.16% | 29 |
|
|
2022
Q4 | $350K | Buy |
+1,458
| New | +$350K | 0.09% | 38 |
|