RWA
Rooted Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
6,403
+69
| +1% | +$34.7K | 1.11% | 22 |
|
|
2025
Q1 | $2.28M | Sell |
6,334
-40
| -0.6% | -$14.4K | 0.98% | 23 |
|
|
2024
Q4 | $2.69M | Buy |
6,374
+62
| +1% | +$26.2K | 1.05% | 24 |
|
|
2024
Q3 | $2.59M | Buy |
6,312
+147
| +2% | +$60.2K | 1.15% | 21 |
|
|
2024
Q2 | $2.72M | Buy |
6,165
+296
| +5% | +$130K | 1.2% | 19 |
|
|
2024
Q1 | $2.47M | Buy |
5,869
+572
| +11% | +$241K | 1.22% | 19 |
|
|
2023
Q4 | $2.15M | Buy |
5,297
+96
| +2% | +$38.9K | 1.12% | 26 |
|
|
2023
Q3 | $1.92M | Buy |
5,201
+731
| +16% | +$270K | 1.18% | 26 |
|
|
2023
Q2 | $1.51M | Sell |
4,470
-448
| -9% | -$151K | 1.02% | 27 |
|
|
2023
Q1 | $1.41M | Sell |
4,918
-636
| -11% | -$182K | 1.04% | 28 |
|
|
2022
Q4 | $1.33M | Buy |
+5,554
| New | +$1.33M | 1.12% | 30 |
|