MCWA
Meadow Creek Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Buy |
12,306
+527
| +4% | +$262K | 4.13% | 5 |
|
|
2025
Q1 | $4.42M | Buy |
11,779
+7
| +0.1% | +$2.63K | 3.3% | 4 |
|
|
2024
Q4 | $4.96M | Sell |
11,772
-620
| -5% | -$261K | 3.57% | 6 |
|
|
2024
Q3 | $5.33M | Buy |
12,392
+939
| +8% | +$404K | 4.23% | 3 |
|
|
2024
Q2 | $5.12M | Buy |
11,453
+566
| +5% | +$253K | 4.84% | 4 |
|
|
2024
Q1 | $4.58M | Buy |
10,887
+257
| +2% | +$108K | 3.19% | 4 |
|
|
2023
Q4 | $4M | Buy |
+10,630
| New | +$4M | 3.89% | 3 |
|
|
2022
Q3 | $2.61M | Sell |
11,217
-63
| -0.6% | -$14.7K | 3.45% | 3 |
|
|
2022
Q2 | $2.9M | Sell |
11,280
-255
| -2% | -$65.5K | 3.56% | 2 |
|
|
2022
Q1 | $3.56M | Sell |
11,535
-2,957
| -20% | -$912K | 3.86% | 2 |
|
|
2021
Q4 | $4.87M | Buy |
+14,492
| New | +$4.87M | 4.6% | 2 |
|
|
2019
Q4 | $1.46M | Buy |
+19,201
| New | +$1.46M | 2.02% | 4 |
|