SWM
Selective Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
4,594
-41
| -0.9% | -$20.6K | 0.84% | 17 |
|
|
2025
Q1 | $1.8M | Buy |
4,635
+88
| +2% | +$34.2K | 0.78% | 20 |
|
|
2024
Q4 | $1.89M | Buy |
4,547
+177
| +4% | +$73.6K | 0.77% | 20 |
|
|
2024
Q3 | $1.81M | Buy |
4,370
+401
| +10% | +$166K | 0.75% | 21 |
|
|
2024
Q2 | $1.82M | Sell |
3,969
-102
| -3% | -$46.9K | 0.8% | 21 |
|
|
2024
Q1 | $1.72M | Buy |
4,071
+17
| +0.4% | +$7.2K | 0.75% | 23 |
|
|
2023
Q4 | $1.49M | Sell |
4,054
-34
| -0.8% | -$12.5K | 0.75% | 24 |
|
|
2023
Q3 | $1.3M | Sell |
4,088
-642
| -14% | -$205K | 0.72% | 23 |
|
|
2023
Q2 | $1.57M | Buy |
+4,730
| New | +$1.57M | 0.78% | 24 |
|
|
2022
Q4 | $1.06M | Sell |
4,424
-19
| -0.4% | -$4.56K | 0.56% | 30 |
|
|
2022
Q3 | $1.04M | Sell |
4,443
-1,422
| -24% | -$331K | 0.44% | 35 |
|
|
2022
Q2 | $1.51M | Buy |
5,865
+359
| +7% | +$92.2K | 0.54% | 34 |
|
|
2022
Q1 | $1.7M | Sell |
5,506
-1,146
| -17% | -$353K | 0.62% | 26 |
|
|
2021
Q4 | $2.24M | Buy |
6,652
+35
| +0.5% | +$11.8K | 0.91% | 22 |
|
|
2021
Q3 | $1.87M | Buy |
6,617
+2,010
| +44% | +$567K | 0.99% | 20 |
|
|
2021
Q2 | $1.25M | Buy |
4,607
+2,663
| +137% | +$721K | 0.99% | 20 |
|
|
2021
Q1 | $458K | Buy |
1,944
+1,500
| +338% | +$353K | 0.42% | 32 |
|
|
2020
Q4 | $99K | Buy |
444
+323
| +267% | +$72K | 0.06% | 80 |
|
|
2020
Q3 | $25K | Sell |
121
-115
| -49% | -$23.8K | 0.02% | 134 |
|
|
2020
Q2 | $48K | Buy |
236
+50
| +27% | +$10.2K | 0.04% | 108 |
|
|
2020
Q1 | $29K | Hold |
186
| – | – | 0.05% | 85 |
|
|
2019
Q4 | $29K | Sell |
186
-71
| -28% | -$11.1K | 0.04% | 96 |
|
|
2019
Q3 | $36K | Buy |
+257
| New | +$36K | 0.05% | 90 |
|