MWA
Moser Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
42,743
+3,672
| +9% | +$1.83M | 10.21% | 1 |
|
|
2025
Q1 | $14.7M | Sell |
39,071
-382
| -1% | -$143K | 7.69% | 1 |
|
|
2024
Q4 | $16.6M | Sell |
39,453
-995
| -2% | -$419K | 8.65% | 1 |
|
|
2024
Q3 | $17.4M | Buy |
40,448
+170
| +0.4% | +$73.2K | 9.03% | 1 |
|
|
2024
Q2 | $18M | Buy |
40,278
+140
| +0.3% | +$62.6K | 9.79% | 1 |
|
|
2024
Q1 | $16.9M | Sell |
40,138
-140
| -0.3% | -$58.9K | 9.41% | 1 |
|
|
2023
Q4 | $15.1M | Buy |
40,278
+2,556
| +7% | +$961K | 9.67% | 1 |
|
|
2023
Q3 | $11.9M | Sell |
37,722
-31
| -0.1% | -$9.79K | 8.36% | 2 |
|
|
2023
Q2 | $12.9M | Buy |
+37,753
| New | +$12.9M | 8.65% | 2 |
|
|
2022
Q4 | $9.34M | Sell |
38,964
-274
| -0.7% | -$65.7K | 7.05% | 2 |
|
|
2022
Q3 | $9.14M | Sell |
39,238
-428
| -1% | -$99.7K | 7.14% | 2 |
|
|
2022
Q2 | $10.2M | Buy |
39,666
+232
| +0.6% | +$59.6K | 7.58% | 2 |
|
|
2022
Q1 | $12.2M | Sell |
39,434
-232
| -0.6% | -$71.5K | 7.6% | 2 |
|
|
2021
Q4 | $13.3M | Sell |
39,666
-8,184
| -17% | -$2.75M | 8.07% | 2 |
|
|
2021
Q3 | $13.5M | Buy |
47,850
+6,820
| +17% | +$1.92M | 8.63% | 1 |
|
|
2021
Q2 | $11.1M | Buy |
41,030
+1,921
| +5% | +$520K | 7.16% | 3 |
|
|
2021
Q1 | $9.22M | Sell |
39,109
-183
| -0.5% | -$43.1K | 6.48% | 3 |
|
|
2020
Q4 | $8.74M | Sell |
39,292
-381
| -1% | -$84.7K | 6.44% | 3 |
|
|
2020
Q3 | $8.34M | Sell |
39,673
-1,471
| -4% | -$309K | 6.64% | 3 |
|
|
2020
Q2 | $8.37M | Sell |
41,144
-3,105
| -7% | -$632K | 7.99% | 3 |
|
|
2020
Q1 | $6.98M | Sell |
44,249
-1,149
| -3% | -$181K | 8.11% | 3 |
|
|
2019
Q4 | $7.16M | Buy |
+45,398
| New | +$7.16M | 6.87% | 5 |
|