USWIA
UP Strategic Wealth Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Buy |
9,378
+1,246
| +15% | +$620K | 3.64% | 8 |
|
|
2025
Q1 | $3.05M | Buy |
8,132
+49
| +0.6% | +$18.4K | 2.71% | 9 |
|
|
2024
Q4 | $3.41M | Buy |
8,083
+2,001
| +33% | +$843K | 3.41% | 9 |
|
|
2024
Q3 | $2.62M | Buy |
6,082
+1,660
| +38% | +$714K | 2.93% | 9 |
|
|
2024
Q2 | $1.98M | Buy |
4,422
+361
| +9% | +$161K | 2.99% | 9 |
|
|
2024
Q1 | $1.71M | Sell |
4,061
-4
| -0.1% | -$1.68K | 2.8% | 10 |
|
|
2023
Q4 | $1.53M | Buy |
+4,065
| New | +$1.53M | 2.79% | 8 |
|