SWA
Safir Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Hold |
1,006
| – | – | 0.37% | 11 |
|
|
2025
Q1 | $378K | Buy |
1,006
+326
| +48% | +$122K | 0.3% | 11 |
|
|
2024
Q4 | $287K | Hold |
680
| – | – | 0.22% | 13 |
|
|
2024
Q3 | $293K | Hold |
680
| – | – | 0.23% | 12 |
|
|
2024
Q2 | $304K | Hold |
680
| – | – | 0.25% | 12 |
|
|
2024
Q1 | $286K | Hold |
680
| – | – | 0.23% | 12 |
|
|
2023
Q4 | $256K | Hold |
680
| – | – | 0.23% | 12 |
|
|
2023
Q3 | $215K | Hold |
680
| – | – | 0.21% | 13 |
|
|
2023
Q2 | $232K | Buy |
+680
| New | +$232K | 0.21% | 13 |
|
|
2022
Q2 | – | Sell |
-680
| Closed | -$210K | – | 17 |
|
|
2022
Q1 | $210K | Buy |
+680
| New | +$210K | 0.18% | 17 |
|
|
2021
Q1 | – | Sell |
-311
| Closed | -$69K | – | 31 |
|
|
2020
Q4 | $69K | Buy |
+311
| New | +$69K | 0.06% | 24 |
|