OHWA
Oak Hill Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
24,867
-31
| -0.1% | -$15.4K | 2.56% | 11 |
|
|
2025
Q1 | $9.35M | Sell |
24,898
-707
| -3% | -$265K | 2.17% | 13 |
|
|
2024
Q4 | $10.8M | Buy |
+25,605
| New | +$10.8M | 2.57% | 12 |
|
|
2024
Q3 | – | Sell |
-23,263
| Closed | -$10.4M | – | 71 |
|
|
2024
Q2 | $10.4M | Buy |
+23,263
| New | +$10.4M | 3.15% | 7 |
|
|
2024
Q1 | – | Sell |
-24,389
| Closed | -$9.17M | – | 63 |
|
|
2023
Q4 | $9.17M | Sell |
24,389
-77
| -0.3% | -$29K | 3.16% | 7 |
|
|
2023
Q3 | $7.73M | Sell |
24,466
-1,105
| -4% | -$349K | 2.98% | 7 |
|
|
2023
Q2 | $8.7M | Sell |
25,571
-462
| -2% | -$157K | 3.21% | 7 |
|
|
2023
Q1 | $7.5M | Sell |
26,033
-2
| -0% | -$576 | 2.96% | 7 |
|
|
2022
Q4 | $6.24M | Buy |
+26,035
| New | +$6.24M | 2.58% | 7 |
|