PWA
Phoenix Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.7M | Sell |
19,510
-350
| -2% | -$174K | 4.06% | 4 |
|
|
2025
Q1 | $7.46M | Sell |
19,860
-90
| -0.5% | -$33.8K | 3.25% | 8 |
|
|
2024
Q4 | $8.41M | Sell |
19,950
-1,320
| -6% | -$556K | 3.65% | 3 |
|
|
2024
Q3 | $9.15M | Sell |
21,270
-408
| -2% | -$176K | 4.25% | 3 |
|
|
2024
Q2 | $9.69M | Buy |
21,678
+169
| +0.8% | +$75.5K | 4.86% | 3 |
|
|
2024
Q1 | $9.05M | Buy |
21,509
+3,644
| +20% | +$1.53M | 5.51% | 1 |
|
|
2023
Q4 | $6.63M | Buy |
17,865
+123
| +0.7% | +$45.6K | 4.61% | 2 |
|
|
2023
Q3 | $5.6M | Buy |
17,742
+147
| +0.8% | +$46.4K | 3.29% | 4 |
|
|
2023
Q2 | $5.99M | Sell |
17,595
-332
| -2% | -$113K | 3.49% | 4 |
|
|
2023
Q1 | $5.17M | Sell |
17,927
-67
| -0.4% | -$19.3K | 3.2% | 4 |
|
|
2022
Q4 | $4.32M | Buy |
17,994
+675
| +4% | +$162K | 2.6% | 4 |
|
|
2022
Q3 | $4.03M | Buy |
17,319
+33
| +0.2% | +$7.69K | 4.04% | 2 |
|
|
2022
Q2 | $4.44M | Buy |
17,286
+343
| +2% | +$88.1K | 4.38% | 2 |
|
|
2022
Q1 | $5.07M | Buy |
16,943
+472
| +3% | +$141K | 5.24% | 2 |
|
|
2021
Q4 | $5.54M | Buy |
16,471
+723
| +5% | +$243K | 4.18% | 2 |
|
|
2021
Q3 | $4.44M | Sell |
15,748
-5,235
| -25% | -$1.48M | 3.32% | 2 |
|
|
2021
Q2 | $5.83M | Buy |
20,983
+233
| +1% | +$64.7K | 4.2% | 2 |
|
|
2021
Q1 | $5.03M | Sell |
20,750
-67
| -0.3% | -$16.2K | 3.91% | 1 |
|
|
2020
Q4 | $4.63M | Buy |
+20,817
| New | +$4.63M | 3.52% | 3 |
|