OWA
Opal Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Buy |
10,044
+913
| +10% | +$454K | 1.39% | 9 |
|
|
2025
Q1 | $3.43M | Sell |
9,131
-786
| -8% | -$295K | 1.06% | 13 |
|
|
2024
Q4 | $4.18M | Buy |
9,917
+703
| +8% | +$296K | 1.25% | 14 |
|
|
2024
Q3 | $3.96M | Sell |
9,214
-188
| -2% | -$80.9K | 1.24% | 14 |
|
|
2024
Q2 | $4.2M | Sell |
9,402
-777
| -8% | -$347K | 1.35% | 13 |
|
|
2024
Q1 | $4.28M | Sell |
10,179
-695
| -6% | -$292K | 1.45% | 14 |
|
|
2023
Q4 | $4.09M | Sell |
10,874
-1,087
| -9% | -$409K | 1.61% | 14 |
|
|
2023
Q3 | $3.78M | Buy |
11,961
+1,452
| +14% | +$458K | 2.21% | 8 |
|
|
2023
Q2 | $3.58M | Buy |
10,509
+1,719
| +20% | +$585K | 1.79% | 8 |
|
|
2023
Q1 | $2.53M | Buy |
8,790
+245
| +3% | +$70.6K | 1.48% | 8 |
|
|
2022
Q4 | $2.05M | Buy |
8,545
+105
| +1% | +$25.2K | 1.13% | 11 |
|
|
2022
Q3 | $1.97M | Buy |
8,440
+97
| +1% | +$22.6K | 1.43% | 10 |
|
|
2022
Q2 | $2.14M | Buy |
8,343
+301
| +4% | +$77.3K | 1.42% | 11 |
|
|
2022
Q1 | $2.48M | Sell |
8,042
-845
| -10% | -$260K | 2.16% | 7 |
|
|
2021
Q4 | $2.99M | Buy |
8,887
+2,656
| +43% | +$893K | 1.89% | 10 |
|
|
2021
Q3 | $1.76M | Sell |
6,231
-1,198
| -16% | -$338K | 1.69% | 8 |
|
|
2021
Q2 | $2.01M | Buy |
7,429
+751
| +11% | +$203K | 1.87% | 7 |
|
|
2021
Q1 | $1.57M | Buy |
6,678
+579
| +9% | +$136K | 1.71% | 6 |
|
|
2020
Q4 | $1.36M | Buy |
+6,099
| New | +$1.36M | 1.7% | 8 |
|