RWA
River Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7M | Buy |
81,743
+2,054
| +3% | +$1.02M | 5.05% | 1 |
|
|
2025
Q1 | $29.9M | Buy |
79,689
+1,511
| +2% | +$567K | 4.16% | 4 |
|
|
2024
Q4 | $33M | Buy |
78,178
+2,332
| +3% | +$983K | 4.37% | 4 |
|
|
2024
Q3 | $32.6M | Buy |
75,846
+1,818
| +2% | +$782K | 4.35% | 3 |
|
|
2024
Q2 | $33.1M | Buy |
74,028
+1,366
| +2% | +$611K | 4.75% | 3 |
|
|
2024
Q1 | $30.6M | Buy |
72,662
+1,714
| +2% | +$721K | 4.44% | 2 |
|
|
2023
Q4 | $26.7M | Sell |
70,948
-1,379
| -2% | -$519K | 4.26% | 3 |
|
|
2023
Q3 | $22.8M | Sell |
72,327
-179
| -0.2% | -$56.5K | 4.09% | 3 |
|
|
2023
Q2 | $24.7M | Buy |
72,506
+1,673
| +2% | +$570K | 4.19% | 3 |
|
|
2023
Q1 | $20.4M | Buy |
70,833
+632
| +0.9% | +$182K | 3.72% | 3 |
|
|
2022
Q4 | $16.8M | Buy |
70,201
+2,034
| +3% | +$488K | 3.24% | 7 |
|
|
2022
Q3 | $15.9M | Sell |
68,167
-1,174
| -2% | -$273K | 3.42% | 4 |
|
|
2022
Q2 | $17.8M | Buy |
69,341
+983
| +1% | +$252K | 3.28% | 5 |
|
|
2022
Q1 | $21.1M | Buy |
68,358
+2,196
| +3% | +$677K | 3.37% | 5 |
|
|
2021
Q4 | $22.3M | Buy |
66,162
+1,497
| +2% | +$503K | 3.45% | 3 |
|
|
2021
Q3 | $18.2M | Buy |
64,665
+1,203
| +2% | +$339K | 3.12% | 5 |
|
|
2021
Q2 | $17.2M | Buy |
63,462
+206
| +0.3% | +$55.8K | 3.01% | 6 |
|
|
2021
Q1 | $14.9M | Buy |
63,256
+2,120
| +3% | +$500K | 2.8% | 6 |
|
|
2020
Q4 | $13.6M | Buy |
61,136
+3,366
| +6% | +$749K | 2.94% | 5 |
|
|
2020
Q3 | $12.2M | Buy |
57,770
+5,056
| +10% | +$1.06M | 3.17% | 4 |
|
|
2020
Q2 | $10.7M | Buy |
52,714
+4,539
| +9% | +$924K | 3.26% | 4 |
|
|
2020
Q1 | $7.6M | Buy |
48,175
+2,325
| +5% | +$367K | 3.03% | 4 |
|
|
2019
Q4 | $7.23M | Buy |
45,850
+3,249
| +8% | +$512K | 2.45% | 5 |
|
|
2019
Q3 | $5.92M | Buy |
42,601
+1,567
| +4% | +$218K | 2.24% | 7 |
|
|
2019
Q2 | $5.5M | Buy |
41,034
+3,582
| +10% | +$480K | 2.14% | 7 |
|
|
2019
Q1 | $4.42M | Buy |
37,452
+2,751
| +8% | +$324K | 1.85% | 9 |
|
|
2018
Q4 | $3.53M | Buy |
34,701
+2,015
| +6% | +$205K | 1.57% | 11 |
|
|
2018
Q3 | $3.74M | Buy |
32,686
+742
| +2% | +$84.9K | 1.38% | 14 |
|
|
2018
Q2 | $3.15M | Buy |
31,944
+651
| +2% | +$64.2K | 1.23% | 20 |
|
|
2018
Q1 | $2.86M | Buy |
31,293
+164
| +0.5% | +$15K | 1.2% | 24 |
|
|
2017
Q4 | $2.66M | Buy |
31,129
+3,385
| +12% | +$290K | 1.11% | 28 |
|
|
2017
Q3 | $2.07M | Buy |
27,744
+2,614
| +10% | +$195K | 0.93% | 36 |
|
|
2017
Q2 | $1.73M | Buy |
25,130
+1,517
| +6% | +$105K | 0.81% | 45 |
|
|
2017
Q1 | $1.56M | Buy |
23,613
+3,670
| +18% | +$242K | 0.75% | 48 |
|
|
2016
Q4 | $1.24M | Buy |
19,943
+1,034
| +5% | +$64.2K | 0.63% | 62 |
|
|
2016
Q3 | $1.09M | Sell |
18,909
-1,832
| -9% | -$106K | 0.6% | 64 |
|
|
2016
Q2 | $1.06M | Buy |
20,741
+2,694
| +15% | +$138K | 0.61% | 64 |
|
|
2016
Q1 | $997K | Buy |
18,047
+1,203
| +7% | +$66.5K | 0.6% | 63 |
|
|
2015
Q4 | $935K | Buy |
16,844
+552
| +3% | +$30.6K | 0.59% | 62 |
|
|
2015
Q3 | $721K | Sell |
16,292
-145
| -0.9% | -$6.42K | 0.5% | 72 |
|
|
2015
Q2 | $726K | Sell |
16,437
-110
| -0.7% | -$4.86K | 0.46% | 77 |
|
|
2015
Q1 | $673K | Buy |
+16,547
| New | +$673K | 0.42% | 81 |
|