Private Wealth Advisors (California)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
704
+1
| +0.1% | +$497 | 0.13% | 69 |
|
|
2025
Q1 | $264K | Buy |
703
+1
| +0.1% | +$375 | 0.1% | 73 |
|
|
2024
Q4 | $296K | Buy |
702
+1
| +0.1% | +$421 | 0.12% | 72 |
|
|
2024
Q3 | $295K | Buy |
701
+103
| +17% | +$43.3K | 0.11% | 66 |
|
|
2024
Q2 | $273K | Buy |
598
+1
| +0.2% | +$456 | 0.11% | 66 |
|
|
2024
Q1 | $251K | Sell |
597
-3
| -0.5% | -$1.26K | 0.1% | 69 |
|
|
2023
Q4 | $225K | Buy |
+600
| New | +$225K | 0.09% | 64 |
|
|
2023
Q3 | – | Sell |
-601
| Closed | -$205K | – | 80 |
|
|
2023
Q2 | $205K | Buy |
+601
| New | +$205K | 0.08% | 69 |
|
|
2022
Q1 | – | Sell |
-625
| Closed | -$210K | – | 87 |
|
|
2021
Q4 | $210K | Sell |
625
-69
| -10% | -$23.2K | 0.04% | 73 |
|
|
2021
Q3 | $229K | Buy |
+694
| New | +$229K | 0.05% | 85 |
|