SWM
Sagace Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
1,026
-137
| -12% | -$68.1K | 0.38% | 43 |
|
|
2025
Q1 | $437K | Sell |
1,163
-432
| -27% | -$162K | 0.33% | 49 |
|
|
2024
Q4 | $672K | Sell |
1,595
-98
| -6% | -$41.3K | 0.5% | 43 |
|
|
2024
Q3 | $710K | Buy |
1,693
+598
| +55% | +$251K | 0.55% | 39 |
|
|
2024
Q2 | $485K | Buy |
+1,095
| New | +$485K | 0.47% | 39 |
|