NWWA
New Wave Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Sell |
10,745
-266
| -2% | -$132K | 2.27% | 11 |
|
|
2025
Q1 | $4.13M | Buy |
11,011
+1,459
| +15% | +$548K | 1.85% | 17 |
|
|
2024
Q4 | $4.03M | Sell |
9,552
-456
| -5% | -$192K | 1.65% | 17 |
|
|
2024
Q3 | $4.31M | Buy |
10,008
+2,409
| +32% | +$1.04M | 1.98% | 12 |
|
|
2024
Q2 | $3.4M | Buy |
+7,599
| New | +$3.4M | 1.82% | 14 |
|