SWA
Strata Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Buy |
10,141
+612
| +6% | +$304K | 1.39% | 14 |
|
|
2025
Q1 | $3.58M | Sell |
9,529
-748
| -7% | -$281K | 1.11% | 15 |
|
|
2024
Q4 | $4.33M | Buy |
10,277
+44
| +0.4% | +$18.5K | 1.36% | 13 |
|
|
2024
Q3 | $4.4M | Sell |
10,233
-202
| -2% | -$86.9K | 1.42% | 11 |
|
|
2024
Q2 | $4.66M | Buy |
10,435
+69
| +0.7% | +$30.8K | 1.61% | 9 |
|
|
2024
Q1 | $4.36M | Buy |
10,366
+3,573
| +53% | +$1.5M | 1.53% | 10 |
|
|
2023
Q4 | $2.55M | Buy |
6,793
+950
| +16% | +$357K | 1.01% | 19 |
|
|
2023
Q3 | $1.85M | Buy |
+5,843
| New | +$1.85M | 0.89% | 14 |
|
|
2023
Q1 | $4.26M | Sell |
14,786
-32
| -0.2% | -$9.23K | 2.2% | 9 |
|
|
2022
Q4 | $3.55M | Buy |
+14,818
| New | +$3.55M | 1.97% | 9 |
|