MAWA
Moss Adams Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Buy |
47,068
+1,994
| +4% | +$992K | 2.13% | 10 |
|
|
2025
Q1 | $16.9M | Buy |
45,074
+1,612
| +4% | +$605K | 1.78% | 11 |
|
|
2024
Q4 | $18.3M | Buy |
43,462
+1,910
| +5% | +$805K | 1.94% | 11 |
|
|
2024
Q3 | $17.9M | Buy |
41,552
+2,684
| +7% | +$1.15M | 1.96% | 10 |
|
|
2024
Q2 | $17.4M | Buy |
38,868
+3,170
| +9% | +$1.42M | 2.4% | 8 |
|
|
2024
Q1 | $15M | Buy |
35,698
+9,917
| +38% | +$4.17M | 2.41% | 8 |
|
|
2023
Q4 | $9.69M | Sell |
25,781
-2,136
| -8% | -$803K | 2.02% | 9 |
|
|
2023
Q3 | $8.81M | Buy |
27,917
+3,276
| +13% | +$1.03M | 3.01% | 6 |
|
|
2023
Q2 | $8.39M | Buy |
24,641
+312
| +1% | +$106K | 2.74% | 7 |
|
|
2023
Q1 | $7.01M | Sell |
24,329
-3,154
| -11% | -$909K | 2.39% | 9 |
|
|
2022
Q4 | $6.59M | Buy |
+27,483
| New | +$6.59M | 3.3% | 7 |
|