RWA
Roberts Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Sell |
37,881
-629
| -2% | -$313K | 5.42% | 3 |
|
|
2025
Q1 | $14.5M | Buy |
38,510
+26
| +0.1% | +$9.76K | 4.46% | 3 |
|
|
2024
Q4 | $16.4M | Buy |
38,484
+89
| +0.2% | +$37.9K | 4.98% | 3 |
|
|
2024
Q3 | $15.9M | Buy |
38,395
+527
| +1% | +$219K | 5.15% | 3 |
|
|
2024
Q2 | $17.4M | Buy |
37,868
+174
| +0.5% | +$80K | 5.94% | 2 |
|
|
2024
Q1 | $15.6M | Buy |
37,694
+154
| +0.4% | +$63.7K | 5.83% | 2 |
|
|
2023
Q4 | $43.3M | Sell |
37,540
-384
| -1% | -$443K | 6.74% | 2 |
|
|
2023
Q3 | $12.6M | Buy |
37,924
+228
| +0.6% | +$75.8K | 5.55% | 2 |
|
|
2023
Q2 | $12.8M | Sell |
37,696
-2,251
| -6% | -$767K | 5.64% | 3 |
|
|
2023
Q1 | $11.5M | Buy |
39,947
+447
| +1% | +$128K | 5.26% | 3 |
|
|
2022
Q4 | $9.46M | Buy |
39,500
+1,244
| +3% | +$298K | 4.57% | 3 |
|
|
2022
Q3 | $9.44M | Buy |
38,256
+939
| +3% | +$232K | 4.64% | 3 |
|
|
2022
Q2 | $9.99M | Buy |
37,317
+716
| +2% | +$192K | 4.35% | 4 |
|
|
2022
Q1 | $11.3M | Sell |
36,601
-160
| -0.4% | -$49.5K | 4.44% | 3 |
|
|
2021
Q4 | $12.3M | Sell |
36,761
-269
| -0.7% | -$90.1K | 4.43% | 3 |
|
|
2021
Q3 | $10.4M | Buy |
+37,030
| New | +$10.4M | 4.13% | 4 |
|