MWA
Midland Wealth Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14M | Sell |
28,211
-3,241
| -10% | -$1.61M | 0.78% | 14 |
|
2025
Q1 | $11.8M | Sell |
31,452
-934
| -3% | -$351K | 0.7% | 15 |
|
2024
Q4 | $13.7M | Sell |
32,386
-1,210
| -4% | -$510K | 0.82% | 15 |
|
2024
Q3 | $14.5M | Sell |
33,596
-2,529
| -7% | -$1.09M | 0.85% | 14 |
|
2024
Q2 | $16.1M | Buy |
36,125
+1,252
| +4% | +$560K | 0.96% | 14 |
|
2024
Q1 | $14.7M | Buy |
34,873
+209
| +0.6% | +$87.9K | 0.9% | 14 |
|
2023
Q4 | $13M | Buy |
+34,664
| New | +$13M | 0.89% | 13 |
|