UWM
USAdvisors Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
3,096
-3,183
| -51% | -$1.58M | 0.57% | 43 |
|
|
2025
Q1 | $2.36M | Buy |
6,279
+577
| +10% | +$217K | 0.82% | 32 |
|
|
2024
Q4 | $2.4M | Buy |
5,702
+31
| +0.5% | +$13.1K | 0.78% | 33 |
|
|
2024
Q3 | $2.43M | Buy |
5,671
+73
| +1% | +$31.2K | 0.85% | 34 |
|
|
2024
Q2 | $2.5M | Sell |
5,598
-168
| -3% | -$75.1K | 0.88% | 33 |
|
|
2024
Q1 | $2.43M | Buy |
5,766
+2,909
| +102% | +$1.23M | 0.92% | 37 |
|
|
2023
Q4 | $1.07M | Buy |
2,857
+85
| +3% | +$32K | 0.45% | 54 |
|
|
2023
Q3 | $875K | Buy |
2,772
+387
| +16% | +$122K | 0.39% | 61 |
|
|
2023
Q2 | $809K | Sell |
2,385
-81
| -3% | -$27.5K | 0.38% | 67 |
|
|
2023
Q1 | $711K | Buy |
2,466
+116
| +5% | +$33.4K | 0.34% | 70 |
|
|
2022
Q4 | $564K | Sell |
2,350
-26
| -1% | -$6.24K | 0.27% | 77 |
|
|
2022
Q3 | $553K | Buy |
2,376
+34
| +1% | +$7.91K | 0.28% | 74 |
|
|
2022
Q2 | $602K | Sell |
2,342
-2,669
| -53% | -$686K | 0.3% | 70 |
|
|
2022
Q1 | $1.55M | Sell |
5,011
-195
| -4% | -$60.1K | 0.66% | 37 |
|
|
2021
Q4 | $1.75M | Buy |
5,206
+212
| +4% | +$71.3K | 0.71% | 32 |
|
|
2021
Q3 | $1.41M | Buy |
4,994
+173
| +4% | +$48.8K | 0.61% | 37 |
|
|
2021
Q2 | $1.31M | Buy |
4,821
+146
| +3% | +$39.6K | 0.71% | 34 |
|
|
2021
Q1 | $1.1M | Buy |
4,675
+105
| +2% | +$24.8K | 0.53% | 44 |
|
|
2020
Q4 | $1.03M | Sell |
4,570
-151
| -3% | -$34K | 0.49% | 44 |
|
|
2020
Q3 | $993 | Sell |
4,721
-14
| -0.3% | -$3 | 0.15% | 42 |
|
|
2020
Q2 | $963K | Buy |
4,735
+155
| +3% | +$31.5K | 0.51% | 40 |
|
|
2020
Q1 | $722K | Sell |
4,580
-3,560
| -44% | -$561K | 0.45% | 46 |
|
|
2019
Q4 | $1.28M | Buy |
8,140
+5,084
| +166% | +$801K | 0.66% | 23 |
|
|
2019
Q3 | $425K | Sell |
3,056
-340
| -10% | -$47.3K | 0.22% | 38 |
|
|
2019
Q2 | $455 | Buy |
+3,396
| New | +$455 | 0.19% | 31 |
|
|
2018
Q3 | – | Sell |
-3,614
| Closed | -$356K | – | 70 |
|
|
2018
Q2 | $356K | Sell |
3,614
-4,051
| -53% | -$399K | 0.27% | 44 |
|
|
2018
Q1 | $700K | Sell |
7,665
-4,196
| -35% | -$383K | 0.56% | 22 |
|
|
2017
Q4 | $1.02M | Buy |
+11,861
| New | +$1.02M | 0.87% | 16 |
|