WAOI
Wealth Advisors of Iowa’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
4,711
-18
| -0.4% | -$8.95K | 0.88% | 18 |
|
|
2025
Q1 | $1.78M | Sell |
4,729
-50
| -1% | -$18.8K | 0.76% | 24 |
|
|
2024
Q4 | $2.01M | Sell |
4,779
-53
| -1% | -$22.3K | 1.02% | 15 |
|
|
2024
Q3 | $2.08M | Sell |
4,832
-99
| -2% | -$42.6K | 1.06% | 13 |
|
|
2024
Q2 | $2.2M | Sell |
4,931
-44
| -0.9% | -$19.7K | 1.23% | 9 |
|
|
2024
Q1 | $2.09M | Buy |
4,975
+9
| +0.2% | +$3.79K | 1.27% | 13 |
|
|
2023
Q4 | $1.87M | Sell |
4,966
-155
| -3% | -$58.3K | 1.25% | 13 |
|
|
2023
Q3 | $1.62M | Sell |
5,121
-96
| -2% | -$30.3K | 1.14% | 12 |
|
|
2023
Q2 | $1.78M | Buy |
5,217
+163
| +3% | +$55.5K | 1.28% | 10 |
|
|
2023
Q1 | $1.46M | Sell |
5,054
-384
| -7% | -$111K | 1.14% | 12 |
|
|
2022
Q4 | $1.3M | Buy |
5,438
+701
| +15% | +$168K | 1.07% | 12 |
|
|
2022
Q3 | $1.1M | Sell |
4,737
-7,603
| -62% | -$1.77M | 1.03% | 10 |
|
|
2022
Q2 | $3.33M | Buy |
12,340
+9,282
| +304% | +$2.5M | 0.58% | 17 |
|
|
2022
Q1 | $943K | Sell |
3,058
-500
| -14% | -$154K | 0.47% | 22 |
|
|
2021
Q4 | $1.2M | Buy |
3,558
+500
| +16% | +$168K | 0.65% | 15 |
|
|
2021
Q3 | $862K | Hold |
3,058
| – | – | 0.47% | 19 |
|
|
2021
Q2 | $829K | Hold |
3,058
| – | – | 0.43% | 22 |
|
|
2021
Q1 | $721K | Hold |
3,058
| – | – | 0.4% | 21 |
|
|
2020
Q4 | $680K | Buy |
3,058
+375
| +14% | +$83.4K | 0.42% | 22 |
|
|
2020
Q3 | $564K | Sell |
2,683
-627
| -19% | -$132K | 0.39% | 17 |
|
|
2020
Q2 | $674K | Hold |
3,310
| – | – | 0.51% | 13 |
|
|
2020
Q1 | $522K | Buy |
+3,310
| New | +$522K | 0.41% | 11 |
|