SWMG
Sanchez Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
6,063
-3,075
| -34% | -$1.53M | 0.73% | 22 |
|
|
2025
Q1 | $3.43M | Buy |
9,138
+129
| +1% | +$48.4K | 0.93% | 22 |
|
|
2024
Q4 | $3.8M | Buy |
9,009
+8,082
| +872% | +$3.41M | 1.04% | 22 |
|
|
2024
Q3 | $399K | Buy |
927
+12
| +1% | +$5.16K | 0.12% | 31 |
|
|
2024
Q2 | $409K | Buy |
915
+10
| +1% | +$4.47K | 0.13% | 31 |
|
|
2024
Q1 | $381K | Buy |
905
+1
| +0.1% | +$421 | 0.13% | 33 |
|
|
2023
Q4 | $340K | Sell |
904
-90
| -9% | -$33.9K | 0.12% | 30 |
|
|
2023
Q3 | $314K | Buy |
994
+92
| +10% | +$29.1K | 0.13% | 30 |
|
|
2023
Q2 | $307K | Hold |
902
| – | – | 0.12% | 30 |
|
|
2023
Q1 | $260K | Buy |
902
+1
| +0.1% | +$288 | 0.11% | 32 |
|
|
2022
Q4 | $216K | Buy |
901
+1
| +0.1% | +$240 | 0.11% | 33 |
|
|
2022
Q3 | $210K | Hold |
900
| – | – | 0.11% | 31 |
|
|
2022
Q2 | $231K | Sell |
900
-43
| -5% | -$11K | 0.11% | 33 |
|
|
2022
Q1 | $291K | Buy |
943
+1
| +0.1% | +$309 | 0.12% | 32 |
|
|
2021
Q4 | $317K | Hold |
942
| – | – | 0.13% | 29 |
|
|
2021
Q3 | $266K | Buy |
942
+1
| +0.1% | +$282 | 0.12% | 30 |
|
|
2021
Q2 | $255K | Buy |
941
+44
| +5% | +$11.9K | 0.12% | 30 |
|
|
2021
Q1 | $211K | Buy |
+897
| New | +$211K | 0.11% | 30 |
|