MWA
Monograph Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Buy |
12,107
+851
| +8% | +$423K | 0.74% | 19 |
|
|
2025
Q1 | $4.23M | Sell |
11,256
-8,298
| -42% | -$3.12M | 0.58% | 22 |
|
|
2024
Q4 | $8.24M | Sell |
19,554
-5,950
| -23% | -$2.51M | 1.09% | 17 |
|
|
2024
Q3 | $11M | Sell |
25,504
-372
| -1% | -$160K | 1.43% | 11 |
|
|
2024
Q2 | $11.6M | Buy |
25,876
+3,775
| +17% | +$1.69M | 1.69% | 10 |
|
|
2024
Q1 | $9.3M | Buy |
22,101
+6,388
| +41% | +$2.69M | 1.37% | 12 |
|
|
2023
Q4 | $5.91M | Buy |
15,713
+2,943
| +23% | +$1.11M | 1.06% | 14 |
|
|
2023
Q3 | $4.03M | Hold |
12,770
| – | – | 0.8% | 15 |
|
|
2023
Q2 | $4.35M | Buy |
12,770
+10,342
| +426% | +$3.52M | 0.93% | 13 |
|
|
2023
Q1 | $700K | Sell |
2,428
-850
| -26% | -$245K | 0.16% | 37 |
|
|
2022
Q4 | $786K | Buy |
3,278
+516
| +19% | +$124K | 0.21% | 37 |
|
|
2022
Q3 | $643K | Buy |
2,762
+4
| +0.1% | +$931 | 0.21% | 34 |
|
|
2022
Q2 | $708K | Sell |
2,758
-1,193
| -30% | -$306K | 0.21% | 35 |
|
|
2022
Q1 | $1.22M | Buy |
3,951
+80
| +2% | +$24.7K | 0.31% | 28 |
|
|
2021
Q4 | $1.3M | Buy |
+3,871
| New | +$1.3M | 0.33% | 28 |
|