SWM
Salvus Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Sell |
9,087
-74
| -0.8% | -$36.8K | 2.64% | 11 |
|
|
2025
Q1 | $3.44M | Buy |
9,161
+27
| +0.3% | +$10.1K | 2.16% | 13 |
|
|
2024
Q4 | $3.85M | Buy |
9,134
+599
| +7% | +$252K | 2.46% | 11 |
|
|
2024
Q3 | $3.67M | Sell |
8,535
-111
| -1% | -$47.8K | 2.25% | 12 |
|
|
2024
Q2 | $3.86M | Sell |
8,646
-222
| -3% | -$99.2K | 2.65% | 9 |
|
|
2024
Q1 | $3.73M | Buy |
8,868
+385
| +5% | +$162K | 2.55% | 12 |
|
|
2023
Q4 | $3.19M | Buy |
8,483
+94
| +1% | +$35.3K | 2.27% | 16 |
|
|
2023
Q3 | $2.65M | Buy |
8,389
+125
| +2% | +$39.5K | 2.1% | 16 |
|
|
2023
Q2 | $2.81M | Sell |
8,264
-155
| -2% | -$52.8K | 2.16% | 17 |
|
|
2023
Q1 | $2.43M | Buy |
8,419
+405
| +5% | +$117K | 1.96% | 16 |
|
|
2022
Q4 | $1.92M | Sell |
8,014
-247
| -3% | -$59.2K | 1.76% | 17 |
|
|
2022
Q3 | $1.92M | Buy |
8,261
+172
| +2% | +$40.1K | 1.83% | 18 |
|
|
2022
Q2 | $2.08M | Sell |
8,089
-159
| -2% | -$40.8K | 1.86% | 15 |
|
|
2022
Q1 | $2.54M | Buy |
8,248
+894
| +12% | +$276K | 1.94% | 14 |
|
|
2021
Q4 | $2.47M | Sell |
7,354
-606
| -8% | -$204K | 1.81% | 18 |
|
|
2021
Q3 | $2.24M | Sell |
7,960
-52
| -0.6% | -$14.7K | 1.83% | 19 |
|
|
2021
Q2 | $2.18M | Buy |
8,012
+1,470
| +22% | +$399K | 1.83% | 18 |
|
|
2021
Q1 | $1.66M | Buy |
6,542
+211
| +3% | +$53.4K | 1.55% | 20 |
|
|
2020
Q4 | $1.39M | Buy |
+6,331
| New | +$1.39M | 1.5% | 22 |
|