Mid-American Wealth Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Buy |
1,802
+378
| +27% | +$188K | 0.43% | 30 |
|
|
2025
Q1 | $535K | Buy |
1,424
+390
| +38% | +$146K | 0.29% | 33 |
|
|
2024
Q4 | $436K | Buy |
1,034
+141
| +16% | +$59.4K | 0.26% | 33 |
|
|
2024
Q3 | $384K | Buy |
893
+47
| +6% | +$20.2K | 0.24% | 35 |
|
|
2024
Q2 | $378K | Buy |
846
+271
| +47% | +$121K | 0.24% | 34 |
|
|
2024
Q1 | $242K | Sell |
575
-4,970
| -90% | -$2.09M | 0.16% | 39 |
|
|
2023
Q4 | $2.09M | Sell |
5,545
-795
| -13% | -$299K | 1.55% | 19 |
|
|
2023
Q3 | $2.09M | Buy |
6,340
+3,415
| +117% | +$1.13M | 1.69% | 19 |
|
|
2023
Q2 | $986K | Buy |
+2,925
| New | +$986K | 0.77% | 35 |
|
|
2022
Q1 | $644K | Buy |
2,090
+619
| +42% | +$191K | 0.5% | 57 |
|
|
2021
Q4 | $495K | Buy |
+1,471
| New | +$495K | 0.4% | 51 |
|