SWM
Sculati Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.33M | Sell |
18,760
-294
| -2% | -$146K | 3.51% | 4 |
|
|
2025
Q1 | $7.15M | Sell |
19,054
-445
| -2% | -$167K | 2.89% | 8 |
|
|
2024
Q4 | $8.22M | Sell |
19,499
-443
| -2% | -$187K | 3.25% | 6 |
|
|
2024
Q3 | $8.58M | Sell |
19,942
-747
| -4% | -$321K | 3.42% | 6 |
|
|
2024
Q2 | $9.25M | Sell |
20,689
-910
| -4% | -$407K | 3.95% | 5 |
|
|
2024
Q1 | $9.09M | Sell |
21,599
-105
| -0.5% | -$44.2K | 3.92% | 5 |
|
|
2023
Q4 | $8.16M | Buy |
21,704
+145
| +0.7% | +$54.5K | 3.8% | 5 |
|
|
2023
Q3 | $6.81M | Buy |
21,559
+267
| +1% | +$84.3K | 3.48% | 5 |
|
|
2023
Q2 | $7.25M | Sell |
21,292
-192
| -0.9% | -$65.4K | 3.65% | 5 |
|
|
2023
Q1 | $6.19M | Buy |
21,484
+63
| +0.3% | +$18.2K | 3.29% | 5 |
|
|
2022
Q4 | $5.14M | Sell |
21,421
-709
| -3% | -$170K | 2.89% | 5 |
|
|
2022
Q3 | $5.15M | Buy |
22,130
+946
| +4% | +$220K | 3.04% | 5 |
|
|
2022
Q2 | $5.44M | Buy |
21,184
+133
| +0.6% | +$34.2K | 3.11% | 5 |
|
|
2022
Q1 | $6.49M | Buy |
21,051
+100
| +0.5% | +$30.8K | 3.17% | 5 |
|
|
2021
Q4 | $7.05M | Sell |
20,951
-41
| -0.2% | -$13.8K | 3.41% | 4 |
|
|
2021
Q3 | $5.92M | Sell |
20,992
-202
| -1% | -$56.9K | 3.14% | 5 |
|
|
2021
Q2 | $5.74M | Sell |
21,194
-76
| -0.4% | -$20.6K | 3.04% | 7 |
|
|
2021
Q1 | $5.02M | Sell |
21,270
-1,669
| -7% | -$394K | 2.89% | 8 |
|
|
2020
Q4 | $5.1M | Sell |
22,939
-132
| -0.6% | -$29.4K | 3.35% | 7 |
|
|
2020
Q3 | $4.85M | Buy |
23,071
+423
| +2% | +$89K | 3.63% | 5 |
|
|
2020
Q2 | $4.61M | Buy |
22,648
+1,420
| +7% | +$289K | 3.89% | 3 |
|
|
2020
Q1 | $3.35M | Buy |
21,228
+2,286
| +12% | +$361K | 3.68% | 5 |
|
|
2019
Q4 | $2.99M | Buy |
+18,942
| New | +$2.99M | 2.68% | 6 |
|