SWA
SOA Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Sell |
123,984
-2,816
| -2% | -$401K | 3.32% | 5 |
|
|
2025
Q1 | $13.1M | Buy |
126,800
+85,048
| +204% | +$8.78M | 2.73% | 6 |
|
|
2024
Q4 | $17.6M | Sell |
41,752
-150
| -0.4% | -$63.2K | 3.24% | 4 |
|
|
2024
Q3 | $18M | Buy |
41,902
+48
| +0.1% | +$20.7K | 3.44% | 4 |
|
|
2024
Q2 | $18.7M | Sell |
41,854
-210
| -0.5% | -$93.9K | 3.76% | 4 |
|
|
2024
Q1 | $17.7M | Buy |
42,064
+270
| +0.6% | +$114K | 3.66% | 4 |
|
|
2023
Q4 | $15.7M | Sell |
41,794
-406
| -1% | -$153K | 3.5% | 4 |
|
|
2023
Q3 | $13.3M | Sell |
42,200
-274
| -0.6% | -$86.5K | 3.31% | 5 |
|
|
2023
Q2 | $14.5M | Sell |
42,474
-321
| -0.8% | -$109K | 3.39% | 5 |
|
|
2023
Q1 | $12.3M | Buy |
42,795
+67
| +0.2% | +$19.3K | 3.04% | 6 |
|
|
2022
Q4 | $10.2M | Sell |
42,728
-79
| -0.2% | -$18.9K | 2.76% | 6 |
|
|
2022
Q3 | $9.97M | Buy |
42,807
+408
| +1% | +$95K | 3% | 5 |
|
|
2022
Q2 | $10.9M | Buy |
42,399
+443
| +1% | +$114K | 3.21% | 5 |
|
|
2022
Q1 | $12.9M | Buy |
41,956
+127
| +0.3% | +$39.2K | 3.15% | 4 |
|
|
2021
Q4 | $14.2M | Buy |
41,829
+581
| +1% | +$197K | 3.44% | 5 |
|
|
2021
Q3 | $11.6M | Buy |
41,248
+1,948
| +5% | +$549K | 2.98% | 6 |
|
|
2021
Q2 | $10.6M | Buy |
39,300
+854
| +2% | +$231K | 2.74% | 6 |
|
|
2021
Q1 | $9.06M | Buy |
38,446
+780
| +2% | +$184K | 2.54% | 6 |
|
|
2020
Q4 | $9.15M | Buy |
+37,666
| New | +$9.15M | 2.49% | 6 |
|