SWM
Scissortail Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.61M | Buy |
19,319
+190
| +1% | +$94.5K | 2.31% | 13 |
|
|
2025
Q1 | $7.18M | Buy |
19,129
+1,332
| +7% | +$500K | 1.84% | 17 |
|
|
2024
Q4 | $7.5M | Buy |
17,797
+17,368
| +4,048% | +$7.32M | 1.92% | 14 |
|
|
2024
Q3 | $7.56M | Sell |
429
-16,870
| -98% | -$297M | 1.83% | 13 |
|
|
2024
Q2 | $7.73M | Buy |
17,299
+2,166
| +14% | +$968K | 1.97% | 13 |
|
|
2024
Q1 | $6.37M | Buy |
+15,133
| New | +$6.37M | 1.68% | 17 |
|
|
2022
Q4 | – | Sell |
-14,791
| Closed | -$3.26M | – | 149 |
|
|
2022
Q3 | $3.26M | Sell |
14,791
-271
| -2% | -$59.7K | 1.69% | 18 |
|
|
2022
Q2 | $5.07M | Buy |
15,062
+839
| +6% | +$282K | 1.95% | 16 |
|
|
2022
Q1 | $4.13M | Sell |
14,223
-839
| -6% | -$243K | 2.03% | 14 |
|
|
2021
Q4 | $5.07M | Buy |
+15,062
| New | +$5.07M | 1.95% | 16 |
|