Private Wealth Advisors (California)’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Buy	738 +12	+2%	+$5.02K	0.08%	88
2025 Q4	$351K	Buy	726 +21	+3%	+$10.5K	0.11%	78
2025 Q3	$365K	Buy	705 +1	+0.1%	+$510	0.12%	75
2025 Q2	$350K	Buy	704 +1	+0.1%	+$434	0.13%	72
2025 Q1	$264K	Buy	703 +1	+0.1%	+$408	0.1%	77
2024 Q4	$296K	Buy	702 +1	+0.1%	+$426	0.12%	78
2024 Q3	$295K	Buy	701 +103	+17%	+$44K	0.11%	69
2024 Q2	$273K	Buy	598 +1	+0.2%	+$422	0.11%	69
2024 Q1	$251K	Sell	597 -3	-0.5%	-$1.21K	0.1%	71
2023 Q4	$225K	Buy	+600	New	+$214K	0.09%	66
2023 Q3	–	Sell	-601	Closed	-$205K	–	83
2023 Q2	$205K	Buy	+601	New	+$188K	0.08%	73
2022 Q1	–	Sell	-625	Closed	-$210K	–	102
2021 Q4	$210K	Sell	625 -69	-10%	-$22.4K	0.04%	92
2021 Q3	$229K	Buy	+694	New	+$202K	0.05%	100