RPWA
Regent Peak Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.2M | Sell |
27,129
-2,018
| -7% | -$758K | 2.4% | 11 |
|
|
2024
Q4 | $12.3M | Sell |
29,147
-166
| -0.6% | -$70K | 2.76% | 12 |
|
|
2024
Q3 | $12.6M | Sell |
29,313
-60
| -0.2% | -$25.8K | 2.9% | 9 |
|
|
2024
Q2 | $13.1M | Sell |
29,373
-1,527
| -5% | -$683K | 3.01% | 8 |
|
|
2024
Q1 | $13M | Sell |
30,900
-464
| -1% | -$195K | 3.3% | 8 |
|
|
2023
Q4 | $11.8M | Buy |
31,364
+580
| +2% | +$218K | 3.2% | 7 |
|
|
2023
Q3 | $9.72M | Buy |
30,784
+117
| +0.4% | +$36.9K | 2.97% | 8 |
|
|
2023
Q2 | $10.4M | Buy |
30,667
+55
| +0.2% | +$18.7K | 3.04% | 9 |
|
|
2023
Q1 | $8.83M | Sell |
30,612
-698
| -2% | -$201K | 2.73% | 10 |
|
|
2022
Q4 | $7.51M | Buy |
31,310
+186
| +0.6% | +$44.6K | 2.46% | 10 |
|
|
2022
Q3 | $7.25M | Buy |
31,124
+256
| +0.8% | +$59.6K | 2.55% | 10 |
|
|
2022
Q2 | $7.93M | Buy |
30,868
+122
| +0.4% | +$31.3K | 2.59% | 11 |
|
|
2022
Q1 | $9.48M | Buy |
30,746
+220
| +0.7% | +$67.8K | 2.72% | 11 |
|
|
2021
Q4 | $10.3M | Buy |
30,526
+947
| +3% | +$319K | 2.79% | 10 |
|
|
2021
Q3 | $8.34M | Buy |
29,579
+75
| +0.3% | +$21.1K | 2.39% | 11 |
|
|
2021
Q2 | $8.41M | Buy |
29,504
+2,370
| +9% | +$675K | 2.35% | 11 |
|
|
2021
Q1 | $6.4M | Buy |
27,134
+1,034
| +4% | +$244K | 2.1% | 12 |
|
|
2020
Q4 | $5.81M | Buy |
26,100
+2,427
| +10% | +$540K | 1.94% | 12 |
|
|
2020
Q3 | $4.98M | Buy |
23,673
+1,261
| +6% | +$265K | 2.12% | 12 |
|
|
2020
Q2 | $4.56M | Buy |
22,412
+2,100
| +10% | +$427K | 2.07% | 13 |
|
|
2020
Q1 | $3.2M | Buy |
20,312
+1,104
| +6% | +$174K | 1.78% | 13 |
|
|
2019
Q4 | $3.03M | Buy |
+19,208
| New | +$3.03M | 1.38% | 17 |
|