SWM
Seaside Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
2,868
+1,572
| +121% | +$782K | 0.45% | 19 |
|
|
2025
Q1 | $487K | Buy |
1,296
+139
| +12% | +$52.2K | 0.17% | 33 |
|
|
2024
Q4 | $488K | Buy |
1,157
+176
| +18% | +$74.2K | 0.18% | 35 |
|
|
2024
Q3 | $422K | Hold |
981
| – | – | 0.16% | 37 |
|
|
2024
Q2 | $439K | Hold |
981
| – | – | 0.18% | 34 |
|
|
2024
Q1 | $413K | Hold |
981
| – | – | 0.18% | 33 |
|
|
2023
Q4 | $369K | Hold |
981
| – | – | 0.17% | 34 |
|
|
2023
Q3 | $310K | Sell |
981
-8
| -0.8% | -$2.53K | 0.16% | 36 |
|
|
2023
Q2 | $337K | Buy |
989
+8
| +0.8% | +$2.73K | 0.17% | 35 |
|
|
2023
Q1 | $282K | Hold |
981
| – | – | 0.17% | 36 |
|
|
2022
Q4 | $235K | Hold |
981
| – | – | 0.16% | 43 |
|
|
2022
Q3 | $227K | Buy |
981
+28
| +3% | +$6.48K | 0.16% | 45 |
|
|
2022
Q2 | $268K | Buy |
+953
| New | +$268K | 0.2% | 37 |
|