PWA
PCG Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
5,960
+26
| +0.4% | +$12.9K | 1.52% | 22 |
|
|
2025
Q1 | $2.23M | Sell |
5,934
-916
| -13% | -$344K | 0.78% | 42 |
|
|
2024
Q4 | $2.89M | Buy |
6,850
+188
| +3% | +$79.2K | 1.07% | 33 |
|
|
2024
Q3 | $2.87M | Buy |
6,662
+1,145
| +21% | +$493K | 1.11% | 31 |
|
|
2024
Q2 | $2.47M | Buy |
5,517
+900
| +19% | +$402K | 1.07% | 32 |
|
|
2024
Q1 | $1.94M | Buy |
4,617
+951
| +26% | +$400K | 0.92% | 37 |
|
|
2023
Q4 | $1.38M | Buy |
3,666
+83
| +2% | +$31.2K | 0.77% | 42 |
|
|
2023
Q3 | $1.13M | Buy |
3,583
+3
| +0.1% | +$947 | 0.74% | 34 |
|
|
2023
Q2 | $1.22M | Buy |
3,580
+75
| +2% | +$25.5K | 0.76% | 37 |
|
|
2023
Q1 | $1.01M | Sell |
3,505
-158
| -4% | -$45.6K | 0.64% | 39 |
|
|
2022
Q4 | $879K | Sell |
3,663
-3,644
| -50% | -$874K | 0.56% | 44 |
|
|
2022
Q3 | $1.7M | Buy |
7,307
+3,431
| +89% | +$799K | 0.61% | 41 |
|
|
2022
Q2 | $996K | Buy |
3,876
+36
| +0.9% | +$9.25K | 0.71% | 33 |
|
|
2022
Q1 | $1.18M | Buy |
3,840
+1,676
| +77% | +$517K | 0.75% | 34 |
|
|
2021
Q4 | $724K | Buy |
+2,164
| New | +$724K | 0.5% | 37 |
|