PFWA
Paces Ferry Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
8,336
-130
| -2% | -$64.7K | 1.9% | 14 |
|
|
2025
Q1 | $3.18M | Sell |
8,466
-269
| -3% | -$101K | 1.58% | 15 |
|
|
2024
Q4 | $3.68M | Buy |
8,735
+156
| +2% | +$65.8K | 1.79% | 14 |
|
|
2024
Q3 | $3.69M | Buy |
8,579
+21
| +0.2% | +$9.04K | 2.12% | 13 |
|
|
2024
Q2 | $3.83M | Buy |
8,558
+254
| +3% | +$114K | 2.31% | 11 |
|
|
2024
Q1 | $3.49M | Buy |
8,304
+64
| +0.8% | +$26.9K | 2.24% | 12 |
|
|
2023
Q4 | $3.1M | Buy |
8,240
+224
| +3% | +$84.2K | 2.16% | 13 |
|
|
2023
Q3 | $2.53M | Buy |
8,016
+237
| +3% | +$74.8K | 2.01% | 13 |
|
|
2023
Q2 | $2.65M | Sell |
7,779
-206
| -3% | -$70.2K | 1.99% | 13 |
|
|
2023
Q1 | $2.3M | Buy |
7,985
+322
| +4% | +$92.8K | 1.86% | 13 |
|
|
2022
Q4 | $1.84M | Sell |
7,663
-174
| -2% | -$41.7K | 1.79% | 15 |
|
|
2022
Q3 | $1.83M | Sell |
7,837
-43
| -0.5% | -$10K | 1.99% | 14 |
|
|
2022
Q2 | $2.02M | Sell |
7,880
-299
| -4% | -$76.8K | 1.99% | 12 |
|
|
2022
Q1 | $2.52M | Buy |
8,179
+309
| +4% | +$95.3K | 2% | 11 |
|
|
2021
Q4 | $2.65M | Sell |
7,870
-307
| -4% | -$103K | 1.9% | 16 |
|
|
2021
Q3 | $2.31M | Sell |
8,177
-330
| -4% | -$93K | 1.84% | 14 |
|
|
2021
Q2 | $2.31M | Buy |
8,507
+201
| +2% | +$54.5K | 1.76% | 15 |
|
|
2021
Q1 | $1.96M | Buy |
8,306
+300
| +4% | +$70.7K | 1.7% | 15 |
|
|
2020
Q4 | $1.78M | Sell |
8,006
-121
| -1% | -$26.9K | 1.63% | 17 |
|
|
2020
Q3 | $1.71M | Buy |
+8,127
| New | +$1.71M | 1.49% | 16 |
|