VWA
Valued Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Buy |
1,489
+28
| +2% | +$13.9K | 0.39% | 22 |
|
|
2025
Q1 | $549K | Sell |
1,461
-131
| -8% | -$49.2K | 0.33% | 26 |
|
|
2024
Q4 | $671K | Sell |
1,592
-29
| -2% | -$12.2K | 0.42% | 21 |
|
|
2024
Q3 | $698K | Sell |
1,621
-66
| -4% | -$28.4K | 0.45% | 21 |
|
|
2024
Q2 | $754K | Buy |
1,687
+203
| +14% | +$90.7K | 0.52% | 18 |
|
|
2024
Q1 | $624K | Buy |
1,484
+460
| +45% | +$193K | 0.44% | 21 |
|
|
2023
Q4 | $323K | Buy |
+1,024
| New | +$323K | 0.3% | 23 |
|