SWM
Seed Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
6,403
+261
| +4% | +$130K | 2.37% | 8 |
|
|
2025
Q1 | $2.31M | Sell |
6,142
-20
| -0.3% | -$7.51K | 1.88% | 10 |
|
|
2024
Q4 | $2.6M | Hold |
6,162
| – | – | 2.1% | 10 |
|
|
2024
Q3 | $2.65M | Hold |
6,162
| – | – | 2.12% | 11 |
|
|
2024
Q2 | $2.75M | Buy |
6,162
+80
| +1% | +$35.8K | 2.4% | 9 |
|
|
2024
Q1 | $2.58M | Sell |
6,082
-80
| -1% | -$34K | 2.47% | 8 |
|
|
2023
Q4 | $2.29M | Hold |
6,162
| – | – | 2.31% | 11 |
|
|
2023
Q3 | $1.95M | Hold |
6,162
| – | – | 2.19% | 11 |
|
|
2023
Q2 | $2.1M | Hold |
6,162
| – | – | 2.23% | 11 |
|
|
2023
Q1 | $1.78M | Hold |
6,162
| – | – | 2.01% | 10 |
|
|
2022
Q4 | $1.48M | Buy |
+6,162
| New | +$1.48M | 1.69% | 15 |
|