RSWA
Robinson Smith Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
3,812
+62
| +2% | +$30.8K | 1.52% | 18 |
|
|
2025
Q1 | $1.41M | Buy |
3,750
+283
| +8% | +$106K | 1.18% | 22 |
|
|
2024
Q4 | $1.46M | Buy |
3,467
+33
| +1% | +$13.9K | 1.24% | 22 |
|
|
2024
Q3 | $1.48M | Sell |
3,434
-841
| -20% | -$362K | 1.26% | 20 |
|
|
2024
Q2 | $1.91M | Buy |
4,275
+680
| +19% | +$304K | 1.68% | 14 |
|
|
2024
Q1 | $1.51M | Sell |
3,595
-1,353
| -27% | -$569K | 1.45% | 19 |
|
|
2023
Q4 | $1.86M | Buy |
+4,948
| New | +$1.86M | 1.83% | 13 |
|