RWA
Redmont Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $54.4K | Sell |
145
-938
| -87% | -$352K | 0.11% | 78 |
|
|
2024
Q4 | $456K | Hold |
1,083
| – | – | 0.79% | 39 |
|
|
2024
Q3 | $466K | Sell |
1,083
-400
| -27% | -$172K | 0.72% | 42 |
|
|
2024
Q2 | $663K | Hold |
1,483
| – | – | 1.04% | 22 |
|
|
2024
Q1 | $624K | Sell |
1,483
-129
| -8% | -$54.3K | 0.86% | 38 |
|
|
2023
Q4 | $606K | Hold |
1,612
| – | – | 0.88% | 40 |
|
|
2023
Q3 | $509K | Hold |
1,612
| – | – | 0.89% | 39 |
|
|
2023
Q2 | $549K | Buy |
1,612
+129
| +9% | +$43.9K | 0.94% | 27 |
|
|
2023
Q1 | $428K | Sell |
1,483
-1,262
| -46% | -$364K | 0.86% | 35 |
|
|
2022
Q4 | $658K | Buy |
2,745
+445
| +19% | +$107K | 0.77% | 28 |
|
|
2022
Q3 | $536K | Hold |
2,300
| – | – | 0.7% | 32 |
|
|
2022
Q2 | $591K | Hold |
2,300
| – | – | 0.72% | 30 |
|
|
2022
Q1 | $709K | Buy |
2,300
+100
| +5% | +$30.8K | 0.75% | 29 |
|
|
2021
Q4 | $740K | Buy |
+2,200
| New | +$740K | 0.79% | 28 |
|