SWMG
Sard Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
3,701
-109
| -3% | -$54.2K | 1.13% | 15 |
|
|
2025
Q1 | $1.43M | Buy |
3,810
+3
| +0.1% | +$1.13K | 0.96% | 15 |
|
|
2024
Q4 | $1.6M | Sell |
3,807
-21
| -0.5% | -$8.85K | 1.08% | 14 |
|
|
2024
Q3 | $1.65M | Sell |
3,828
-4
| -0.1% | -$1.72K | 1.09% | 14 |
|
|
2024
Q2 | $1.71M | Sell |
3,832
-439
| -10% | -$196K | 1.2% | 14 |
|
|
2024
Q1 | $1.8M | Buy |
4,271
+1,411
| +49% | +$594K | 1.62% | 12 |
|
|
2023
Q4 | $1.08M | Buy |
+2,860
| New | +$1.08M | 1.09% | 14 |
|