PIWA
Prevail Innovative Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Sell |
13,176
-97
| -0.7% | -$48.2K | 1.47% | 10 |
|
|
2025
Q1 | $4.98M | Buy |
13,273
+2,418
| +22% | +$908K | 1.33% | 21 |
|
|
2024
Q4 | $4.58M | Buy |
10,855
+1,838
| +20% | +$775K | 1.32% | 20 |
|
|
2024
Q3 | $3.88M | Buy |
9,017
+6,847
| +316% | +$2.95M | 1.18% | 23 |
|
|
2024
Q2 | $970K | Buy |
2,170
+165
| +8% | +$73.7K | 0.34% | 91 |
|
|
2024
Q1 | $844K | Sell |
2,005
-8,174
| -80% | -$3.44M | 0.31% | 102 |
|
|
2023
Q4 | $3.83M | Buy |
10,179
+1,112
| +12% | +$418K | 1.83% | 9 |
|
|
2023
Q3 | $2.86M | Buy |
9,067
+7,360
| +431% | +$2.32M | 1.49% | 19 |
|
|
2023
Q2 | $581K | Buy |
+1,707
| New | +$581K | 0.32% | 69 |
|