MWA
Meridian Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Buy |
56,411
+563
| +1% | +$280K | 4.44% | 5 |
|
|
2025
Q1 | $21M | Buy |
55,848
+938
| +2% | +$352K | 3.56% | 6 |
|
|
2024
Q4 | $23.1M | Buy |
54,910
+2,014
| +4% | +$849K | 3.82% | 6 |
|
|
2024
Q3 | $22.8M | Sell |
52,896
-566
| -1% | -$244K | 3.81% | 4 |
|
|
2024
Q2 | $23.9M | Buy |
53,462
+373
| +0.7% | +$167K | 4.26% | 4 |
|
|
2024
Q1 | $22.3M | Buy |
53,089
+610
| +1% | +$257K | 4.2% | 4 |
|
|
2023
Q4 | $19.7M | Buy |
52,479
+738
| +1% | +$278K | 4.32% | 5 |
|
|
2023
Q3 | $16.3M | Buy |
51,741
+259
| +0.5% | +$81.8K | 4.08% | 4 |
|
|
2023
Q2 | $17.5M | Sell |
51,482
-6,215
| -11% | -$2.12M | 4.24% | 4 |
|
|
2023
Q1 | $16.6M | Buy |
57,697
+510
| +0.9% | +$147K | 4.16% | 4 |
|
|
2022
Q4 | $13.7M | Buy |
57,187
+110
| +0.2% | +$26.4K | 3.53% | 4 |
|
|
2022
Q3 | $13.3M | Sell |
57,077
-959
| -2% | -$223K | 3.74% | 5 |
|
|
2022
Q2 | $14.9M | Buy |
58,036
+1,085
| +2% | +$279K | 3.96% | 4 |
|
|
2022
Q1 | $17.6M | Buy |
56,951
+2,871
| +5% | +$885K | 4.07% | 4 |
|
|
2021
Q4 | $18.2M | Buy |
54,080
+321
| +0.6% | +$108K | 4.42% | 4 |
|
|
2021
Q3 | $15.2M | Sell |
53,759
-174
| -0.3% | -$49.1K | 4.22% | 4 |
|
|
2021
Q2 | $14.6M | Buy |
53,933
+2,375
| +5% | +$643K | 4.14% | 4 |
|
|
2021
Q1 | $12.2M | Sell |
51,558
-1,733
| -3% | -$409K | 4.04% | 4 |
|
|
2020
Q4 | $11.9M | Sell |
53,291
-798
| -1% | -$177K | 4.32% | 5 |
|
|
2020
Q3 | $11.4M | Buy |
54,089
+1,944
| +4% | +$409K | 4.89% | 2 |
|
|
2020
Q2 | $10.6M | Sell |
52,145
-192
| -0.4% | -$39.1K | 4.9% | 4 |
|
|
2020
Q1 | $8.25M | Buy |
52,337
+1,298
| +3% | +$205K | 4.56% | 5 |
|
|
2019
Q4 | $8.05M | Sell |
51,039
-818
| -2% | -$129K | 3.17% | 6 |
|
|
2019
Q3 | $7.21M | Buy |
51,857
+15,887
| +44% | +$2.21M | 3.09% | 6 |
|
|
2019
Q2 | $4.89M | Sell |
35,970
-203
| -0.6% | -$27.6K | 3.41% | 6 |
|
|
2019
Q1 | $4.27M | Buy |
36,173
+982
| +3% | +$116K | 3.11% | 7 |
|
|
2018
Q4 | $3.57M | Buy |
+35,191
| New | +$3.57M | 2.74% | 4 |
|