PRWA
Platte River Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.1M | Sell |
23,441
-10
| -0% | -$4.3K | 2.71% | 9 |
|
|
2024
Q2 | $10.5M | Sell |
23,451
-170
| -0.7% | -$76K | 2.94% | 8 |
|
|
2024
Q1 | $9.94M | Sell |
23,621
-272
| -1% | -$114K | 2.83% | 9 |
|
|
2023
Q4 | $8.98M | Buy |
23,893
+217
| +0.9% | +$81.6K | 2.97% | 9 |
|
|
2023
Q3 | $7.48M | Buy |
23,676
+113
| +0.5% | +$35.7K | 2.74% | 9 |
|
|
2023
Q2 | $8.02M | Buy |
23,563
+261
| +1% | +$88.9K | 2.81% | 9 |
|
|
2023
Q1 | $6.72M | Sell |
23,302
-1,821
| -7% | -$525K | 2.58% | 11 |
|
|
2022
Q4 | $6.03M | Sell |
25,123
-208
| -0.8% | -$49.9K | 2.55% | 10 |
|
|
2022
Q3 | $5.9M | Sell |
25,331
-37
| -0.1% | -$8.62K | 2.64% | 10 |
|
|
2022
Q2 | $6.52M | Buy |
25,368
+60
| +0.2% | +$15.4K | 2.82% | 11 |
|
|
2022
Q1 | $7.8M | Sell |
25,308
-216
| -0.8% | -$66.6K | 2.85% | 11 |
|
|
2021
Q4 | $8.04M | Sell |
25,524
-1,150
| -4% | -$362K | 2.75% | 11 |
|
|
2021
Q3 | $7.52M | Sell |
26,674
-44
| -0.2% | -$12.4K | 2.78% | 11 |
|
|
2021
Q2 | $7.24M | Sell |
26,718
-56
| -0.2% | -$15.2K | 2.75% | 13 |
|
|
2021
Q1 | $6.78M | Sell |
26,774
-86
| -0.3% | -$21.8K | 2.79% | 13 |
|
|
2020
Q4 | $6.04M | Buy |
26,860
+433
| +2% | +$97.4K | 2.61% | 13 |
|
|
2020
Q3 | $5.56M | Buy |
26,427
+297
| +1% | +$62.5K | 2.86% | 13 |
|
|
2020
Q2 | $5.51M | Buy |
+26,130
| New | +$5.51M | 3.04% | 12 |
|
|
2019
Q4 | $3.81M | Buy |
+22,356
| New | +$3.81M | 2% | 11 |
|