SWM
SFG Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
4,809
+151
| +3% | +$75.1K | 1.45% | 13 |
|
|
2025
Q1 | $1.75M | Sell |
4,658
-2,437
| -34% | -$915K | 0.85% | 24 |
|
|
2024
Q4 | $2.99M | Buy |
7,095
+48
| +0.7% | +$20.2K | 1.57% | 13 |
|
|
2024
Q3 | $3.03M | Sell |
7,047
-98
| -1% | -$42.2K | 1.61% | 13 |
|
|
2024
Q2 | $3.19M | Sell |
7,145
-80
| -1% | -$35.8K | 1.82% | 11 |
|
|
2024
Q1 | $3.04M | Buy |
7,225
+20
| +0.3% | +$8.41K | 1.8% | 12 |
|
|
2023
Q4 | $2.71M | Buy |
7,205
+1
| +0% | +$376 | 1.8% | 11 |
|
|
2023
Q3 | $2.27M | Sell |
7,204
-9
| -0.1% | -$2.84K | 1.81% | 10 |
|
|
2023
Q2 | $2.46M | Buy |
7,213
+3,348
| +87% | +$1.14M | 2.06% | 9 |
|
|
2023
Q1 | $1.11M | Buy |
3,865
+46
| +1% | +$13.3K | 1.23% | 16 |
|
|
2022
Q4 | $916K | Sell |
3,819
-403
| -10% | -$96.6K | 1.13% | 19 |
|
|
2022
Q3 | $983K | Sell |
4,222
-73
| -2% | -$17K | 1.33% | 24 |
|
|
2022
Q2 | $1.1M | Buy |
4,295
+12
| +0.3% | +$3.08K | 1.29% | 25 |
|
|
2022
Q1 | $1.32M | Sell |
4,283
-279
| -6% | -$86K | 1.24% | 26 |
|
|
2021
Q4 | $1.53M | Buy |
+4,562
| New | +$1.53M | 1.36% | 24 |
|