RWPA
Richard W. Paul & Associates’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Buy |
9,349
+48
| +0.5% | +$23.9K | 1.68% | 13 |
|
|
2025
Q1 | $3.49M | Sell |
9,301
-449
| -5% | -$169K | 1.37% | 15 |
|
|
2024
Q4 | $4.11M | Buy |
9,750
+203
| +2% | +$85.6K | 1.5% | 12 |
|
|
2024
Q3 | $4.11M | Sell |
9,547
-40
| -0.4% | -$17.2K | 1.48% | 12 |
|
|
2024
Q2 | $4.28M | Buy |
9,587
+110
| +1% | +$49.2K | 1.65% | 12 |
|
|
2024
Q1 | $3.99M | Sell |
9,477
-691
| -7% | -$291K | 1.59% | 11 |
|
|
2023
Q4 | $3.82M | Sell |
10,168
-424
| -4% | -$159K | 1.61% | 14 |
|
|
2023
Q3 | $3.34M | Sell |
10,592
-1,743
| -14% | -$550K | 1.53% | 15 |
|
|
2023
Q2 | $4.2M | Sell |
12,335
-148
| -1% | -$50.4K | 1.83% | 9 |
|
|
2023
Q1 | $3.6M | Buy |
12,483
+802
| +7% | +$231K | 1.66% | 13 |
|
|
2022
Q4 | $2.8M | Buy |
+11,681
| New | +$2.8M | 1.41% | 16 |
|