SWP
Semus Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Buy |
12,545
+153
| +1% | +$76.1K | 4.05% | 3 |
|
|
2025
Q1 | $4.65M | Buy |
12,392
+317
| +3% | +$119K | 3.24% | 4 |
|
|
2024
Q4 | $5.09M | Buy |
12,075
+895
| +8% | +$377K | 3.37% | 5 |
|
|
2024
Q3 | $4.81M | Buy |
11,180
+468
| +4% | +$201K | 3.37% | 4 |
|
|
2024
Q2 | $4.79M | Buy |
10,712
+100
| +0.9% | +$44.7K | 3.7% | 3 |
|
|
2024
Q1 | $4.46M | Sell |
10,612
-377
| -3% | -$159K | 3.76% | 4 |
|
|
2023
Q4 | $4.13M | Buy |
10,989
+121
| +1% | +$45.5K | 3.39% | 3 |
|
|
2023
Q3 | $3.43M | Buy |
10,868
+1,264
| +13% | +$399K | 3.2% | 5 |
|
|
2023
Q2 | $3.27M | Buy |
9,604
+335
| +4% | +$114K | 3% | 6 |
|
|
2023
Q1 | $2.67M | Sell |
9,269
-319
| -3% | -$92K | 2.87% | 6 |
|
|
2022
Q4 | $2.3M | Buy |
+9,588
| New | +$2.3M | 2.79% | 5 |
|