SPWM
Schrum Private Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.27M | Sell |
16,630
-197
| -1% | -$98K | 6.63% | 2 |
|
|
2025
Q1 | $6.32M | Sell |
16,827
-289
| -2% | -$108K | 5.56% | 2 |
|
|
2024
Q4 | $7.21M | Sell |
17,116
-12,180
| -42% | -$5.13M | 6.11% | 2 |
|
|
2024
Q3 | $12.6M | Buy |
29,296
+11,501
| +65% | +$4.95M | 6.51% | 2 |
|
|
2024
Q2 | $7.95M | Sell |
17,795
-97
| -0.5% | -$43.4K | 7.17% | 2 |
|
|
2024
Q1 | $7.53M | Buy |
17,892
+3,414
| +24% | +$1.44M | 6.83% | 2 |
|
|
2023
Q4 | $5.44M | Sell |
14,478
-3,601
| -20% | -$1.35M | 7.72% | 2 |
|
|
2023
Q3 | $5.71M | Sell |
18,079
-7
| -0% | -$2.21K | 6.51% | 2 |
|
|
2023
Q2 | $6.16M | Sell |
18,086
-4
| -0% | -$1.36K | 6.66% | 2 |
|
|
2023
Q1 | $5.22M | Sell |
18,090
-315
| -2% | -$90.8K | 6.02% | 2 |
|
|
2022
Q4 | $4.41M | Sell |
18,405
-1,661
| -8% | -$398K | 5.23% | 2 |
|
|
2022
Q3 | $4.67M | Sell |
20,066
-379
| -2% | -$88.3K | 5.9% | 2 |
|
|
2022
Q2 | $5.25M | Sell |
20,445
-729
| -3% | -$187K | 5.93% | 2 |
|
|
2022
Q1 | $6.04M | Buy |
21,174
+228
| +1% | +$65.1K | 6.07% | 2 |
|
|
2021
Q4 | $7.05M | Buy |
+20,946
| New | +$7.05M | 6.42% | 2 |
|