OWA
Outlook Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Sell |
9,298
-13
| -0.1% | -$6.47K | 1.19% | 17 |
|
|
2025
Q1 | $3.5M | Buy |
9,311
+907
| +11% | +$340K | 0.97% | 21 |
|
|
2024
Q4 | $3.54M | Buy |
8,404
+404
| +5% | +$170K | 1.02% | 20 |
|
|
2024
Q3 | $3.44M | Buy |
8,000
+53
| +0.7% | +$22.8K | 0.99% | 22 |
|
|
2024
Q2 | $3.55M | Buy |
7,947
+264
| +3% | +$118K | 1.11% | 19 |
|
|
2024
Q1 | $3.23M | Sell |
7,683
-81
| -1% | -$34.1K | 1% | 23 |
|
|
2023
Q4 | $2.92M | Sell |
7,764
-784
| -9% | -$295K | 1.02% | 24 |
|
|
2023
Q3 | $2.7M | Buy |
8,548
+511
| +6% | +$161K | 1.03% | 25 |
|
|
2023
Q2 | $2.74M | Buy |
8,037
+456
| +6% | +$155K | 1.03% | 24 |
|
|
2023
Q1 | $2.19M | Sell |
7,581
-129
| -2% | -$37.2K | 0.97% | 25 |
|
|
2022
Q4 | $1.85M | Buy |
7,710
+126
| +2% | +$30.2K | 0.88% | 25 |
|
|
2022
Q3 | $1.77M | Buy |
7,584
+2
| +0% | +$466 | 0.79% | 31 |
|
|
2022
Q2 | $1.95M | Buy |
7,582
+29
| +0.4% | +$7.45K | 0.8% | 29 |
|
|
2022
Q1 | $2.33M | Sell |
7,553
-27
| -0.4% | -$8.32K | 0.78% | 22 |
|
|
2021
Q4 | $2.55M | Sell |
7,580
-12
| -0.2% | -$4.04K | 0.75% | 26 |
|
|
2021
Q3 | $2.14M | Buy |
7,592
+150
| +2% | +$42.3K | 0.7% | 35 |
|
|
2021
Q2 | $2.02M | Buy |
7,442
+417
| +6% | +$113K | 0.64% | 40 |
|
|
2021
Q1 | $1.66M | Buy |
7,025
+841
| +14% | +$198K | 0.58% | 42 |
|
|
2020
Q4 | $1.38M | Sell |
6,184
-576
| -9% | -$128K | 0.5% | 55 |
|
|
2020
Q3 | $1.42M | Buy |
6,760
+228
| +3% | +$48K | 0.57% | 48 |
|
|
2020
Q2 | $1.33M | Buy |
6,532
+103
| +2% | +$21K | 0.56% | 48 |
|
|
2020
Q1 | $1.01M | Buy |
6,429
+711
| +12% | +$112K | 0.57% | 47 |
|
|
2019
Q4 | $886K | Sell |
5,718
-1,370
| -19% | -$212K | 0.5% | 43 |
|
|
2019
Q3 | $986K | Buy |
7,088
+116
| +2% | +$16.1K | 0.59% | 42 |
|
|
2019
Q2 | $935K | Buy |
6,972
+735
| +12% | +$98.6K | 0.62% | 39 |
|
|
2019
Q1 | $736K | Buy |
6,237
+5,216
| +511% | +$616K | 0.61% | 44 |
|
|
2018
Q4 | $1.04M | Buy |
+1,021
| New | +$1.04M | 0.47% | 53 |
|