PWA
Physician Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17M | Buy |
16,427
+178
| +1% | +$88.5K | 1.28% | 22 |
|
|
2025
Q1 | $6.1M | Sell |
16,249
-98
| -0.6% | -$36.8K | 1.05% | 24 |
|
|
2024
Q4 | $6.89M | Buy |
16,347
+467
| +3% | +$197K | 1.16% | 23 |
|
|
2024
Q3 | $6.65M | Buy |
15,880
+109
| +0.7% | +$45.6K | 1.2% | 23 |
|
|
2024
Q2 | $7.09M | Buy |
15,771
+84
| +0.5% | +$37.8K | 1.31% | 20 |
|
|
2024
Q1 | $6.5M | Buy |
15,687
+467
| +3% | +$194K | 1.37% | 19 |
|
|
2023
Q4 | $6.03M | Buy |
15,220
+1,393
| +10% | +$552K | 1.35% | 18 |
|
|
2023
Q3 | $4.56M | Sell |
13,827
-13
| -0.1% | -$4.29K | 1.17% | 22 |
|
|
2023
Q2 | $4.68M | Buy |
13,840
+13
| +0.1% | +$4.39K | 1.16% | 22 |
|
|
2023
Q1 | $3.99M | Sell |
13,827
-16
| -0.1% | -$4.62K | 1.05% | 26 |
|
|
2022
Q4 | $3.35M | Sell |
13,843
-333
| -2% | -$80.6K | 0.9% | 28 |
|
|
2022
Q3 | $3.53M | Hold |
14,176
| – | – | 1.09% | 24 |
|
|
2022
Q2 | $3.94M | Buy |
14,176
+42
| +0.3% | +$11.7K | 1.14% | 20 |
|
|
2022
Q1 | $4.1M | Buy |
14,134
+107
| +0.8% | +$31K | 1.09% | 22 |
|
|
2021
Q4 | $4.41M | Buy |
14,027
+39
| +0.3% | +$12.2K | 1.16% | 21 |
|
|
2021
Q3 | $4.26M | Buy |
13,988
+312
| +2% | +$94.9K | 1.17% | 23 |
|
|
2021
Q2 | $3.91M | Buy |
13,676
+26
| +0.2% | +$7.44K | 1.12% | 23 |
|
|
2021
Q1 | $3.4M | Buy |
13,650
+1
| +0% | +$249 | 1.11% | 22 |
|
|
2020
Q4 | $3.33M | Buy |
13,649
+500
| +4% | +$122K | 1.13% | 22 |
|
|
2020
Q3 | $2.66M | Sell |
13,149
-469
| -3% | -$94.9K | 1.07% | 23 |
|
|
2020
Q2 | $2.84M | Buy |
13,618
+56
| +0.4% | +$11.7K | 1.14% | 21 |
|
|
2020
Q1 | $2.35M | Buy |
13,562
+134
| +1% | +$23.2K | 1.18% | 23 |
|
|
2019
Q4 | $2.19M | Sell |
13,428
-383
| -3% | -$62.6K | 0.98% | 24 |
|
|
2019
Q3 | $2.09M | Buy |
+13,811
| New | +$2.09M | 1.02% | 24 |
|