SWA
Stratos Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27M | Sell |
54,344
-2,547
| -4% | -$1.27M | 1.43% | 7 |
|
|
2025
Q1 | $21.4M | Sell |
56,891
-4,482
| -7% | -$1.68M | 1.17% | 13 |
|
|
2024
Q4 | $25.9M | Sell |
61,373
-3,027
| -5% | -$1.28M | 1.24% | 11 |
|
|
2024
Q3 | $27.7M | Buy |
64,400
+3,043
| +5% | +$1.31M | 1.27% | 9 |
|
|
2024
Q2 | $27.4M | Sell |
61,357
-2,641
| -4% | -$1.18M | 1.36% | 8 |
|
|
2024
Q1 | $26.9M | Sell |
63,998
-4,938
| -7% | -$2.08M | 1.6% | 6 |
|
|
2023
Q4 | $25.9M | Buy |
68,936
+5,559
| +9% | +$2.09M | 1.49% | 4 |
|
|
2023
Q3 | $20M | Buy |
63,377
+11,081
| +21% | +$3.5M | 1.32% | 9 |
|
|
2023
Q2 | $17.8M | Buy |
52,296
+805
| +2% | +$274K | 1.26% | 8 |
|
|
2023
Q1 | $14.8M | Sell |
51,491
-3,610
| -7% | -$1.04M | 1.14% | 10 |
|
|
2022
Q4 | $13.2M | Buy |
55,101
+10,471
| +23% | +$2.51M | 1.1% | 9 |
|
|
2022
Q3 | $10.4M | Sell |
44,630
-4,994
| -10% | -$1.16M | 1.09% | 12 |
|
|
2022
Q2 | $12.7M | Buy |
49,624
+800
| +2% | +$205K | 1.16% | 9 |
|
|
2022
Q1 | $15.1M | Buy |
48,824
+1,832
| +4% | +$565K | 1.22% | 8 |
|
|
2021
Q4 | $15.8M | Buy |
46,992
+1,656
| +4% | +$557K | 1.14% | 9 |
|
|
2021
Q3 | $12.8M | Buy |
45,336
+5,918
| +15% | +$1.67M | 1.09% | 10 |
|
|
2021
Q2 | $10.7M | Buy |
39,418
+6,106
| +18% | +$1.65M | 0.94% | 14 |
|
|
2021
Q1 | $7.85M | Buy |
33,312
+4,053
| +14% | +$956K | 0.83% | 13 |
|
|
2020
Q4 | $6.51M | Buy |
29,259
+5,344
| +22% | +$1.19M | 0.9% | 16 |
|
|
2020
Q3 | $5.03M | Buy |
23,915
+2,638
| +12% | +$555K | 1.23% | 14 |
|
|
2020
Q2 | $4.33M | Buy |
21,277
+9,184
| +76% | +$1.87M | 1.33% | 16 |
|
|
2020
Q1 | $1.91M | Buy |
12,093
+1,064
| +10% | +$168K | 1.35% | 13 |
|
|
2019
Q4 | $1.74M | Sell |
11,029
-7,395
| -40% | -$1.17M | 0.99% | 23 |
|
|
2019
Q3 | $2.56M | Buy |
18,424
+753
| +4% | +$105K | 0.98% | 22 |
|
|
2019
Q2 | $2.37M | Buy |
17,671
+2,418
| +16% | +$324K | 0.94% | 22 |
|
|
2019
Q1 | $1.8M | Buy |
15,253
+582
| +4% | +$68.6K | 0.97% | 18 |
|
|
2018
Q4 | $1.49M | Buy |
+14,671
| New | +$1.49M | 0.99% | 20 |
|