SSWG
Seven Springs Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
3,224
-123
| -4% | -$61.2K | 0.4% | 26 |
|
|
2025
Q1 | $1.26M | Buy |
3,347
+606
| +22% | +$227K | 0.45% | 30 |
|
|
2024
Q4 | $1.16M | Buy |
2,741
+311
| +13% | +$131K | 0.43% | 31 |
|
|
2024
Q3 | $1.05M | Hold |
2,430
| – | – | 0.38% | 31 |
|
|
2024
Q2 | $1.09M | Sell |
2,430
-4
| -0.2% | -$1.79K | 0.42% | 30 |
|
|
2024
Q1 | $1.02M | Buy |
2,434
+4
| +0.2% | +$1.68K | 0.39% | 30 |
|
|
2023
Q4 | $914K | Buy |
2,430
+484
| +25% | +$182K | 0.41% | 28 |
|
|
2023
Q3 | $614K | Buy |
1,946
+37
| +2% | +$11.7K | 0.29% | 36 |
|
|
2023
Q2 | $650K | Hold |
1,909
| – | – | 0.31% | 34 |
|
|
2023
Q1 | $550K | Hold |
1,909
| – | – | 0.27% | 38 |
|
|
2022
Q4 | $458K | Buy |
1,909
+775
| +68% | +$186K | 0.22% | 40 |
|
|
2022
Q3 | $264K | Sell |
1,134
-5,711
| -83% | -$1.33M | 0.14% | 50 |
|
|
2022
Q2 | $1.76M | Hold |
6,845
| – | – | 0.88% | 17 |
|
|
2022
Q1 | $2.11M | Hold |
6,845
| – | – | 1% | 17 |
|
|
2021
Q4 | $2.3M | Buy |
6,845
+5,418
| +380% | +$1.82M | 1.05% | 17 |
|
|
2021
Q3 | $402K | Hold |
1,427
| – | – | 0.2% | 45 |
|
|
2021
Q2 | $387K | Buy |
1,427
+1,122
| +368% | +$304K | 0.17% | 50 |
|
|
2021
Q1 | $72K | Sell |
305
-29
| -9% | -$6.85K | 0.03% | 74 |
|
|
2020
Q4 | $74K | Buy |
334
+29
| +10% | +$6.43K | 0.04% | 70 |
|
|
2020
Q3 | $64K | Sell |
305
-105
| -26% | -$22K | 0.04% | 71 |
|
|
2020
Q2 | $83K | Sell |
410
-2,950
| -88% | -$597K | 0.05% | 66 |
|
|
2020
Q1 | $530K | Buy |
3,360
+2,950
| +720% | +$465K | 0.37% | 24 |
|
|
2019
Q4 | $65K | Buy |
+410
| New | +$65K | 0.04% | 88 |
|