MWA
MFA Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Buy |
11,016
+8,131
| +282% | +$4.04M | 1.29% | 23 |
|
|
2025
Q1 | $1.08M | Buy |
2,885
+285
| +11% | +$107K | 0.27% | 42 |
|
|
2024
Q4 | $1.1M | Sell |
2,600
-74
| -3% | -$31.2K | 0.28% | 43 |
|
|
2024
Q3 | $1.15M | Buy |
2,674
+44
| +2% | +$18.9K | 0.25% | 46 |
|
|
2024
Q2 | $1.18M | Buy |
2,630
+2
| +0.1% | +$894 | 0.26% | 50 |
|
|
2024
Q1 | $1.11M | Sell |
2,628
-6
| -0.2% | -$2.53K | 0.29% | 47 |
|
|
2023
Q4 | $990K | Buy |
2,634
+774
| +42% | +$291K | 0.28% | 45 |
|
|
2023
Q3 | $587K | Sell |
1,860
-8
| -0.4% | -$2.53K | 0.18% | 55 |
|
|
2023
Q2 | $636K | Sell |
1,868
-172
| -8% | -$58.6K | 0.2% | 48 |
|
|
2023
Q1 | $588K | Buy |
2,040
+3
| +0.1% | +$865 | 0.19% | 49 |
|
|
2022
Q4 | $489K | Buy |
2,037
+3
| +0.1% | +$719 | 0.18% | 44 |
|
|
2022
Q3 | $474K | Buy |
2,034
+61
| +3% | +$14.2K | 0.18% | 43 |
|
|
2022
Q2 | $507K | Sell |
1,973
-26,135
| -93% | -$6.72M | 0.19% | 46 |
|
|
2022
Q1 | $8.67M | Sell |
28,108
-1,279
| -4% | -$395K | 2.77% | 15 |
|
|
2021
Q4 | $9.89M | Buy |
29,387
+274
| +0.9% | +$92.2K | 4.18% | 9 |
|
|
2021
Q3 | $8.21M | Sell |
29,113
-319
| -1% | -$90K | 3.77% | 11 |
|
|
2021
Q2 | $7.97M | Sell |
29,432
-1,446
| -5% | -$392K | 3.6% | 9 |
|
|
2021
Q1 | $7.27M | Buy |
30,878
+3,862
| +14% | +$909K | 3.52% | 10 |
|
|
2020
Q4 | $6.01M | Buy |
27,016
+337
| +1% | +$75K | 5.35% | 7 |
|
|
2020
Q3 | $5.61M | Sell |
26,679
-1,252
| -4% | -$263K | 5.96% | 5 |
|
|
2020
Q2 | $5.68M | Sell |
27,931
-6,661
| -19% | -$1.36M | 3.67% | 9 |
|
|
2020
Q1 | $5.45M | Buy |
34,592
+25,624
| +286% | +$4.04M | 5.29% | 5 |
|
|
2019
Q4 | $1.41M | Sell |
8,968
-35
| -0.4% | -$5.52K | 1.03% | 17 |
|
|
2019
Q3 | $1.25M | Sell |
9,003
-69
| -0.8% | -$9.6K | 1.02% | 17 |
|
|
2019
Q2 | $1.22M | Sell |
9,072
-188
| -2% | -$25.2K | 0.91% | 19 |
|
|
2019
Q1 | $1.09M | Buy |
9,260
+351
| +4% | +$41.4K | 0.72% | 29 |
|
|
2018
Q4 | $913K | Buy |
8,909
+252
| +3% | +$25.8K | 0.91% | 21 |
|
|
2018
Q3 | $930K | Buy |
+8,657
| New | +$930K | 0.69% | 30 |
|