PWA
Primoris Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
6,723
+191
| +3% | +$95K | 2.28% | 15 |
|
|
2025
Q1 | $2.45M | Buy |
6,532
+71
| +1% | +$26.7K | 1.9% | 19 |
|
|
2024
Q4 | $2.72M | Sell |
6,461
-2
| -0% | -$843 | 2.07% | 14 |
|
|
2024
Q3 | $2.78M | Sell |
6,463
-270
| -4% | -$116K | 2.02% | 18 |
|
|
2024
Q2 | $3.01M | Sell |
6,733
-317
| -4% | -$142K | 2.4% | 14 |
|
|
2024
Q1 | $2.96M | Buy |
7,050
+247
| +4% | +$104K | 2.37% | 13 |
|
|
2023
Q4 | $2.56M | Buy |
6,803
+827
| +14% | +$311K | 2.41% | 14 |
|
|
2023
Q3 | $1.89M | Sell |
5,976
-66
| -1% | -$20.8K | 2.28% | 17 |
|
|
2023
Q2 | $2.06M | Buy |
6,042
+5
| +0.1% | +$1.7K | 2.26% | 17 |
|
|
2023
Q1 | $1.74M | Sell |
6,037
-73
| -1% | -$21K | 2.14% | 19 |
|
|
2022
Q4 | $1.47M | Sell |
6,110
-100
| -2% | -$24K | 2.26% | 13 |
|
|
2022
Q3 | $1.45M | Sell |
6,210
-3,590
| -37% | -$836K | 2.58% | 11 |
|
|
2022
Q2 | $2.52M | Buy |
9,800
+171
| +2% | +$43.9K | 3.62% | 7 |
|
|
2022
Q1 | $2.97M | Buy |
9,629
+100
| +1% | +$30.8K | 2.77% | 13 |
|
|
2021
Q4 | $3.21M | Buy |
+9,529
| New | +$3.21M | 2.58% | 14 |
|