RWM
RBA Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Sell |
20,171
-460
| -2% | -$229K | 3.74% | 1 |
|
|
2025
Q1 | $7.74M | Buy |
20,631
+211
| +1% | +$79.2K | 3.06% | 4 |
|
|
2024
Q4 | $8.61M | Sell |
20,420
-85
| -0.4% | -$35.8K | 3.28% | 4 |
|
|
2024
Q3 | $8.82M | Buy |
20,505
+292
| +1% | +$126K | 3.4% | 3 |
|
|
2024
Q2 | $9.03M | Sell |
20,213
-389
| -2% | -$174K | 3.62% | 2 |
|
|
2024
Q1 | $8.67M | Buy |
20,602
+983
| +5% | +$414K | 3.51% | 1 |
|
|
2023
Q4 | $7.38M | Sell |
19,619
-201
| -1% | -$75.6K | 3.22% | 3 |
|
|
2023
Q3 | $6.26M | Sell |
19,820
-26
| -0.1% | -$8.21K | 3.01% | 4 |
|
|
2023
Q2 | $6.76M | Sell |
19,846
-160
| -0.8% | -$54.5K | 3.15% | 2 |
|
|
2023
Q1 | $5.77M | Buy |
20,006
+1,357
| +7% | +$391K | 2.87% | 3 |
|
|
2022
Q4 | $4.47M | Buy |
18,649
+96
| +0.5% | +$23K | 2.35% | 11 |
|
|
2022
Q3 | $4.32M | Buy |
18,553
+86
| +0.5% | +$20K | 2.49% | 6 |
|
|
2022
Q2 | $4.74M | Buy |
18,467
+928
| +5% | +$238K | 2.63% | 5 |
|
|
2022
Q1 | $5.41M | Buy |
17,539
+544
| +3% | +$168K | 2.6% | 5 |
|
|
2021
Q4 | $5.72M | Buy |
+16,995
| New | +$5.72M | 2.7% | 4 |
|
|
2021
Q2 | – | Sell |
-15,101
| Closed | -$3.56M | – | 200 |
|
|
2021
Q1 | $3.56M | Buy |
15,101
+45
| +0.3% | +$10.6K | 3.02% | 11 |
|
|
2020
Q4 | $3.35M | Buy |
15,056
+211
| +1% | +$46.9K | 2.02% | 12 |
|
|
2020
Q3 | $3.12M | Sell |
14,845
-697
| -4% | -$147K | 2.11% | 12 |
|
|
2020
Q2 | $3.16M | Sell |
15,542
-850
| -5% | -$173K | 2.3% | 10 |
|
|
2020
Q1 | $2.59M | Sell |
16,392
-5,122
| -24% | -$808K | 2.24% | 11 |
|
|
2019
Q4 | $3.38M | Sell |
21,514
-1,909
| -8% | -$300K | 2.31% | 7 |
|
|
2019
Q3 | $3.26M | Sell |
23,423
-1,927
| -8% | -$268K | 2.48% | 5 |
|
|
2019
Q2 | $3.4M | Sell |
25,350
-1,752
| -6% | -$235K | 2.62% | 3 |
|
|
2019
Q1 | $3.26M | Buy |
+27,102
| New | +$3.26M | 2.54% | 6 |
|