MAWCM
Mine & Arao Wealth Creation & Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
5,055
+33
| +0.7% | +$16.4K | 1.12% | 13 |
|
|
2025
Q1 | $1.89M | Sell |
5,022
-1
| -0% | -$375 | 0.92% | 18 |
|
|
2024
Q4 | $2.12M | Sell |
5,023
-162
| -3% | -$68.3K | 0.97% | 17 |
|
|
2024
Q3 | $2.23M | Buy |
5,185
+459
| +10% | +$197K | 1.04% | 16 |
|
|
2024
Q2 | $2.11M | Buy |
4,726
+363
| +8% | +$162K | 1.03% | 16 |
|
|
2024
Q1 | $1.84M | Buy |
4,363
+3
| +0.1% | +$1.26K | 0.91% | 18 |
|
|
2023
Q4 | $1.64M | Buy |
4,360
+2
| +0% | +$752 | 0.89% | 17 |
|
|
2023
Q3 | $1.38M | Buy |
4,358
+3
| +0.1% | +$947 | 0.84% | 18 |
|
|
2023
Q2 | $1.48M | Buy |
4,355
+61
| +1% | +$20.8K | 0.87% | 17 |
|
|
2023
Q1 | $1.24M | Buy |
4,294
+7
| +0.2% | +$2.02K | 0.79% | 20 |
|
|
2022
Q4 | $1.03M | Sell |
4,287
-6
| -0.1% | -$1.44K | 0.76% | 20 |
|
|
2022
Q3 | $1M | Buy |
4,293
+119
| +3% | +$27.7K | 0.74% | 21 |
|
|
2022
Q2 | $1.07M | Buy |
4,174
+53
| +1% | +$13.6K | 0.75% | 21 |
|
|
2022
Q1 | $1.27M | Sell |
4,121
-122
| -3% | -$37.6K | 0.74% | 20 |
|
|
2021
Q4 | $1.43M | Sell |
4,243
-21
| -0.5% | -$7.06K | 0.79% | 19 |
|
|
2021
Q3 | $1.2M | Buy |
4,264
+50
| +1% | +$14.1K | 0.72% | 20 |
|
|
2021
Q2 | $1.14M | Buy |
4,214
+12
| +0.3% | +$3.25K | 0.69% | 21 |
|
|
2021
Q1 | $991K | Buy |
4,202
+150
| +4% | +$35.4K | 0.66% | 23 |
|
|
2020
Q4 | $901K | Buy |
4,052
+221
| +6% | +$49.1K | 0.65% | 24 |
|
|
2020
Q3 | $806K | Buy |
3,831
+22
| +0.6% | +$4.63K | 0.66% | 23 |
|
|
2020
Q2 | $775K | Hold |
3,809
| – | – | 0.73% | 22 |
|
|
2020
Q1 | $601K | Buy |
3,809
+355
| +10% | +$56K | 0.7% | 24 |
|
|
2019
Q4 | $545K | Buy |
+3,454
| New | +$545K | 0.51% | 31 |
|