OWA
ORBA Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
4,649
-9,131
| -66% | -$4.54M | 2.11% | 16 |
|
|
2025
Q1 | $5.17M | Sell |
13,780
-15
| -0.1% | -$5.63K | 2.61% | 10 |
|
|
2024
Q4 | $5.81M | Sell |
13,795
-326
| -2% | -$137K | 3.04% | 7 |
|
|
2024
Q3 | $6.08M | Buy |
14,121
+33
| +0.2% | +$14.2K | 3.07% | 7 |
|
|
2024
Q2 | $6.3M | Buy |
14,088
+867
| +7% | +$388K | 3.26% | 7 |
|
|
2024
Q1 | $5.56M | Buy |
13,221
+336
| +3% | +$141K | 3.08% | 9 |
|
|
2023
Q4 | $4.85M | Buy |
+12,885
| New | +$4.85M | 2.9% | 9 |
|