SWM
Sendero Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24M | Buy |
48,323
+24
| +0% | +$11.9K | 3% | 6 |
|
|
2025
Q1 | $18.1M | Buy |
48,299
+4,552
| +10% | +$1.71M | 2.52% | 9 |
|
|
2024
Q4 | $18.4M | Buy |
43,747
+2,090
| +5% | +$881K | 2.75% | 8 |
|
|
2024
Q3 | $17.9M | Buy |
41,657
+527
| +1% | +$227K | 2.83% | 5 |
|
|
2024
Q2 | $18.4M | Sell |
41,130
-1,078
| -3% | -$482K | 3.09% | 5 |
|
|
2024
Q1 | $17.8M | Sell |
42,208
-2,989
| -7% | -$1.26M | 3.05% | 5 |
|
|
2023
Q4 | $17M | Buy |
45,197
+1,016
| +2% | +$382K | 3.2% | 6 |
|
|
2023
Q3 | $14M | Buy |
44,181
+1,607
| +4% | +$507K | 2.99% | 6 |
|
|
2023
Q2 | $14.5M | Buy |
42,574
+3,771
| +10% | +$1.28M | 3.17% | 5 |
|
|
2023
Q1 | $11.2M | Buy |
38,803
+2,271
| +6% | +$655K | 3.43% | 3 |
|
|
2022
Q4 | $8.76M | Buy |
36,532
+3,689
| +11% | +$885K | 3.12% | 4 |
|
|
2022
Q3 | $7.65M | Buy |
32,843
+3,490
| +12% | +$813K | 3.18% | 5 |
|
|
2022
Q2 | $7.54M | Buy |
29,353
+2,586
| +10% | +$664K | 7.23% | 2 |
|
|
2022
Q1 | $8.25M | Sell |
26,767
-1,281
| -5% | -$395K | 3.81% | 4 |
|
|
2021
Q4 | $9.43M | Buy |
+28,048
| New | +$9.43M | 4.19% | 3 |
|