SFMG
Sage Financial Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
2,071
| – | – | 0.36% | 27 |
|
|
2025
Q1 | $777K | Hold |
2,071
| – | – | 0.28% | 29 |
|
|
2024
Q4 | $873K | Hold |
2,071
| – | – | 0.32% | 29 |
|
|
2024
Q3 | $891K | Buy |
+2,071
| New | +$891K | 0.35% | 27 |
|
|
2024
Q2 | – | Sell |
-2,194
| Closed | -$923K | – | 31 |
|
|
2024
Q1 | $923K | Hold |
2,194
| – | – | 0.44% | 25 |
|
|
2023
Q4 | $825K | Buy |
2,194
+599
| +38% | +$225K | 0.44% | 26 |
|
|
2023
Q3 | $504K | Buy |
+1,595
| New | +$504K | 0.3% | 31 |
|
|
2023
Q2 | – | Sell |
-1,422
| Closed | -$410K | – | 18 |
|
|
2023
Q1 | $410K | Hold |
1,422
| – | – | 0.33% | 30 |
|
|
2022
Q4 | $341K | Sell |
1,422
-78
| -5% | -$18.7K | 0.24% | 34 |
|
|
2022
Q3 | $349K | Hold |
1,500
| – | – | 0.31% | 26 |
|
|
2022
Q2 | $385K | Buy |
1,500
+155
| +12% | +$39.8K | 0.27% | 29 |
|
|
2022
Q1 | $415K | Buy |
1,345
+319
| +31% | +$98.4K | 0.28% | 25 |
|
|
2021
Q4 | $345K | Buy |
+1,026
| New | +$345K | 0.23% | 23 |
|
|
2021
Q3 | – | Sell |
-1,098
| Closed | -$297K | – | 18 |
|
|
2021
Q2 | $297K | Hold |
1,098
| – | – | 0.27% | 21 |
|
|
2021
Q1 | $259K | Sell |
1,098
-58
| -5% | -$13.7K | 0.2% | 26 |
|
|
2020
Q4 | $257K | Buy |
+1,156
| New | +$257K | 0.2% | 26 |
|