NIWA
New Insight Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Buy |
10,721
+163
| +2% | +$81.1K | 2.19% | 12 |
|
|
2025
Q1 | $3.96M | Buy |
10,558
+2,675
| +34% | +$1M | 1.8% | 16 |
|
|
2024
Q4 | $3.32M | Buy |
7,883
+314
| +4% | +$132K | 1.66% | 17 |
|
|
2024
Q3 | $3.26M | Buy |
7,569
+188
| +3% | +$80.9K | 1.71% | 17 |
|
|
2024
Q2 | $3.3M | Buy |
7,381
+184
| +3% | +$82.2K | 1.94% | 16 |
|
|
2024
Q1 | $3.03M | Buy |
7,197
+76
| +1% | +$32K | 1.89% | 17 |
|
|
2023
Q4 | $2.68M | Buy |
+7,121
| New | +$2.68M | 1.8% | 18 |
|