NWA
Navis Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
1,509
+35
| +2% | +$17.4K | 0.63% | 36 |
|
|
2025
Q1 | $553K | Sell |
1,474
-106
| -7% | -$39.8K | 0.54% | 41 |
|
|
2024
Q4 | $666K | Buy |
1,580
+278
| +21% | +$117K | 0.73% | 31 |
|
|
2024
Q3 | $560K | Buy |
1,302
+4
| +0.3% | +$1.72K | 0.61% | 39 |
|
|
2024
Q2 | $580K | Buy |
1,298
+326
| +34% | +$146K | 0.67% | 36 |
|
|
2024
Q1 | $409K | Sell |
972
-536
| -36% | -$225K | 0.49% | 46 |
|
|
2023
Q4 | $567K | Buy |
1,508
+1
| +0.1% | +$376 | 0.74% | 35 |
|
|
2023
Q3 | $476K | Buy |
1,507
+31
| +2% | +$9.79K | 0.69% | 36 |
|
|
2023
Q2 | $503K | Sell |
1,476
-12
| -0.8% | -$4.09K | 0.46% | 35 |
|
|
2023
Q1 | $429K | Sell |
1,488
-58
| -4% | -$16.7K | 0.47% | 37 |
|
|
2022
Q4 | $371K | Buy |
+1,546
| New | +$371K | 0.53% | 43 |
|
|
2021
Q2 | – | Sell |
-1,004
| Closed | -$237K | – | 113 |
|
|
2021
Q1 | $237K | Buy |
1,004
+3
| +0.3% | +$708 | 0.18% | 82 |
|
|
2020
Q4 | $223K | Buy |
+1,001
| New | +$223K | 0.2% | 85 |
|