NEWAS
N.E.W. Advisory Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Sell |
6,607
-2,438
| -27% | -$1.21M | 0.32% | 39 |
|
|
2025
Q1 | $3.4M | Buy |
9,045
+1,927
| +27% | +$723K | 0.26% | 53 |
|
|
2024
Q4 | $3M | Sell |
7,118
-426
| -6% | -$180K | 0.28% | 54 |
|
|
2024
Q3 | $3.25M | Sell |
7,544
-113
| -1% | -$48.6K | 0.32% | 45 |
|
|
2024
Q2 | $3.42M | Sell |
7,657
-18
| -0.2% | -$8.05K | 0.37% | 43 |
|
|
2024
Q1 | $3.23M | Buy |
7,675
+144
| +2% | +$60.6K | 0.36% | 44 |
|
|
2023
Q4 | $2.83M | Buy |
7,531
+236
| +3% | +$88.8K | 0.34% | 46 |
|
|
2023
Q3 | $2.3M | Buy |
7,295
+921
| +14% | +$291K | 0.33% | 47 |
|
|
2023
Q2 | $2.17M | Buy |
6,374
+25
| +0.4% | +$8.51K | 0.3% | 38 |
|
|
2023
Q1 | $1.83M | Sell |
6,349
-176
| -3% | -$50.7K | 0.27% | 41 |
|
|
2022
Q4 | $1.56M | Buy |
6,525
+1,096
| +20% | +$263K | 0.24% | 42 |
|
|
2022
Q3 | $1.27M | Sell |
5,429
-1,446
| -21% | -$337K | 0.23% | 47 |
|
|
2022
Q2 | $1.77M | Sell |
6,875
-151
| -2% | -$38.8K | 0.31% | 37 |
|
|
2022
Q1 | $1.66M | Sell |
7,026
-283
| -4% | -$66.7K | 0.31% | 36 |
|
|
2021
Q4 | $2.46M | Buy |
7,309
+195
| +3% | +$65.6K | 0.37% | 33 |
|
|
2021
Q3 | $2.01M | Buy |
7,114
+127
| +2% | +$35.8K | 0.33% | 34 |
|
|
2021
Q2 | $1.9M | Sell |
6,987
-39
| -0.6% | -$10.6K | 0.32% | 36 |
|
|
2021
Q1 | $1.7M | Buy |
7,026
+716
| +11% | +$173K | 0.32% | 37 |
|
|
2020
Q4 | $1.4M | Buy |
6,310
+555
| +10% | +$123K | 0.3% | 45 |
|
|
2020
Q3 | $1.21M | Buy |
5,755
+28
| +0.5% | +$5.9K | 0.34% | 39 |
|
|
2020
Q2 | $1.17M | Buy |
+5,727
| New | +$1.17M | 0.36% | 37 |
|
|
2019
Q4 | $626K | Buy |
+3,969
| New | +$626K | 0.2% | 51 |
|