SWA
Sax Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
32,770
+4,625
| +16% | +$2.3M | 0.98% | 21 |
|
|
2025
Q1 | $10.6M | Sell |
28,145
-610
| -2% | -$229K | 0.76% | 24 |
|
|
2024
Q4 | $12.1M | Buy |
28,755
+1,990
| +7% | +$839K | 0.95% | 21 |
|
|
2024
Q3 | $11.5M | Buy |
26,765
+2,452
| +10% | +$1.06M | 1.03% | 20 |
|
|
2024
Q2 | $10.9M | Buy |
24,313
+5,357
| +28% | +$2.39M | 1.04% | 22 |
|
|
2024
Q1 | $7.98M | Buy |
18,956
+272
| +1% | +$114K | 0.93% | 21 |
|
|
2023
Q4 | $7.03M | Buy |
18,684
+485
| +3% | +$182K | 1.15% | 24 |
|
|
2023
Q3 | $5.75M | Buy |
18,199
+2,929
| +19% | +$925K | 1.13% | 24 |
|
|
2023
Q2 | $5.2M | Sell |
15,270
-1,029
| -6% | -$350K | 1.04% | 24 |
|
|
2023
Q1 | $4.7M | Sell |
16,299
-1,794
| -10% | -$517K | 1.02% | 25 |
|
|
2022
Q4 | $4.34M | Buy |
18,093
+1,818
| +11% | +$436K | 1% | 23 |
|
|
2022
Q3 | $3.79M | Sell |
16,275
-1,666
| -9% | -$388K | 0.98% | 23 |
|
|
2022
Q2 | $4.61M | Buy |
17,941
+521
| +3% | +$134K | 1.17% | 21 |
|
|
2022
Q1 | $5.37M | Buy |
17,420
+326
| +2% | +$101K | 1.3% | 19 |
|
|
2021
Q4 | $5.75M | Buy |
17,094
+1,183
| +7% | +$398K | 1.2% | 19 |
|
|
2021
Q3 | $4.49M | Buy |
15,911
+333
| +2% | +$93.9K | 1.06% | 23 |
|
|
2021
Q2 | $4.22M | Sell |
15,578
-584
| -4% | -$158K | 1.45% | 19 |
|
|
2021
Q1 | $3.81M | Buy |
16,162
+1,792
| +12% | +$423K | 1.39% | 20 |
|
|
2020
Q4 | $3.2M | Buy |
+14,370
| New | +$3.2M | 1.47% | 18 |
|