SPWG
Sage Private Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Buy |
7,421
+52
| +0.7% | +$25.9K | 2.36% | 9 |
|
|
2025
Q1 | $2.77M | Buy |
7,369
+142
| +2% | +$53.3K | 2.09% | 8 |
|
|
2024
Q4 | $3.05M | Buy |
7,227
+100
| +1% | +$42.2K | 2.29% | 9 |
|
|
2024
Q3 | $3.07M | Buy |
7,127
+89
| +1% | +$38.3K | 2.42% | 6 |
|
|
2024
Q2 | $3.15M | Buy |
7,038
+896
| +15% | +$400K | 2.65% | 6 |
|
|
2024
Q1 | $2.58M | Sell |
6,142
-97
| -2% | -$40.8K | 2.07% | 9 |
|
|
2023
Q4 | $2.35M | Buy |
6,239
+3,802
| +156% | +$1.43M | 2.09% | 10 |
|
|
2023
Q3 | $770K | Buy |
2,437
+94
| +4% | +$29.7K | 1.06% | 10 |
|
|
2023
Q2 | $798K | Hold |
2,343
| – | – | 1.09% | 9 |
|
|
2023
Q1 | $676K | Sell |
2,343
-1,506
| -39% | -$434K | 0.78% | 11 |
|
|
2022
Q4 | $923K | Sell |
3,849
-58
| -1% | -$13.9K | 1.1% | 12 |
|
|
2022
Q3 | $910K | Buy |
3,907
+59
| +2% | +$13.7K | 1.2% | 10 |
|
|
2022
Q2 | $988K | Buy |
3,848
+450
| +13% | +$116K | 1.42% | 8 |
|
|
2022
Q1 | $1.05M | Buy |
3,398
+265
| +8% | +$81.7K | 1.02% | 9 |
|
|
2021
Q4 | $1.05M | Buy |
3,133
+1,120
| +56% | +$376K | 1.31% | 7 |
|
|
2021
Q3 | $568K | Buy |
2,013
+16
| +0.8% | +$4.52K | 0.78% | 8 |
|
|
2021
Q2 | $541K | Buy |
1,997
+183
| +10% | +$49.6K | 0.73% | 12 |
|
|
2021
Q1 | $428K | Sell |
1,814
-48
| -3% | -$11.3K | 0.74% | 14 |
|
|
2020
Q4 | $414K | Buy |
+1,862
| New | +$414K | 1.16% | 12 |
|