NFA
Northwest Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
2,340
-14,930
| -86% | -$7.43M | 1.62% | 16 |
|
|
2025
Q1 | $6.48M | Buy |
17,270
+58
| +0.3% | +$21.8K | 5.38% | 2 |
|
|
2024
Q4 | $7.25M | Sell |
17,212
-238
| -1% | -$100K | 5.99% | 2 |
|
|
2024
Q3 | $7.51M | Sell |
17,450
-312
| -2% | -$134K | 5.98% | 2 |
|
|
2024
Q2 | $7.94M | Sell |
17,762
-32
| -0.2% | -$14.3K | 8.07% | 2 |
|
|
2024
Q1 | $7.49M | Sell |
17,794
-245
| -1% | -$103K | 8.22% | 2 |
|
|
2023
Q4 | $6.78M | Buy |
+18,039
| New | +$6.78M | 5.76% | 3 |
|