SAG
SageView Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.9M | Buy |
70,032
+1,950
| +3% | +$999K | 1.36% | 11 |
|
|
2025
Q1 | $25.6M | Buy |
68,082
+714
| +1% | +$268K | 1.09% | 12 |
|
|
2024
Q4 | $28.4M | Buy |
67,368
+15,934
| +31% | +$6.72M | 1.22% | 13 |
|
|
2024
Q3 | $22.1M | Sell |
51,434
-10,916
| -18% | -$4.7M | 1.12% | 12 |
|
|
2024
Q2 | $27.9M | Buy |
+62,350
| New | +$27.9M | 1.29% | 12 |
|
|
2024
Q1 | – | Sell |
-68,524
| Closed | -$28M | – | 697 |
|
|
2023
Q4 | $28M | Buy |
68,524
+22,479
| +49% | +$9.18M | 1.21% | 13 |
|
|
2023
Q3 | $14.5M | Buy |
46,045
+596
| +1% | +$188K | 0.83% | 18 |
|
|
2023
Q2 | $15.5M | Buy |
45,449
+3,210
| +8% | +$1.09M | 0.86% | 19 |
|
|
2023
Q1 | $12.2M | Buy |
42,239
+16,355
| +63% | +$4.72M | 0.78% | 23 |
|
|
2022
Q4 | $6.21M | Buy |
+25,884
| New | +$6.21M | 0.5% | 45 |
|