SWA
SFMG Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1M | Sell |
64,461
-979
| -1% | -$487K | 2.41% | 11 |
|
|
2025
Q1 | $24.6M | Sell |
65,440
-1,872
| -3% | -$703K | 1.94% | 10 |
|
|
2024
Q4 | $28.4M | Sell |
67,312
-650
| -1% | -$274K | 2.24% | 10 |
|
|
2024
Q3 | $29.2M | Sell |
67,962
-585
| -0.9% | -$252K | 2.37% | 10 |
|
|
2024
Q2 | $30.6M | Sell |
68,547
-84
| -0.1% | -$37.5K | 2.66% | 10 |
|
|
2024
Q1 | $28.9M | Buy |
68,631
+1,351
| +2% | +$568K | 2.48% | 10 |
|
|
2023
Q4 | $25.3M | Sell |
67,280
-397
| -0.6% | -$149K | 2.34% | 11 |
|
|
2023
Q3 | $21.4M | Buy |
67,677
+773
| +1% | +$244K | 2.2% | 11 |
|
|
2023
Q2 | $22.8M | Sell |
66,904
-5,376
| -7% | -$1.83M | 2.34% | 10 |
|
|
2023
Q1 | $20.8M | Buy |
72,280
+2,341
| +3% | +$675K | 2.24% | 12 |
|
|
2022
Q4 | $16.8M | Sell |
69,939
-2,079
| -3% | -$499K | 1.86% | 12 |
|
|
2022
Q3 | $16.3M | Buy |
72,018
+970
| +1% | +$219K | 1.9% | 13 |
|
|
2022
Q2 | $18.2M | Buy |
71,048
+2,236
| +3% | +$574K | 2.12% | 10 |
|
|
2022
Q1 | $21.2M | Sell |
68,812
-2,162
| -3% | -$667K | 2.1% | 11 |
|
|
2021
Q4 | $23.9M | Buy |
70,974
+249
| +0.4% | +$83.7K | 2.32% | 10 |
|
|
2021
Q3 | $19.9M | Buy |
70,725
+1,720
| +2% | +$485K | 2.21% | 11 |
|
|
2021
Q2 | $18.7M | Sell |
69,005
-3,335
| -5% | -$903K | 2.08% | 11 |
|
|
2021
Q1 | $17.1M | Buy |
72,340
+1,527
| +2% | +$360K | 1.98% | 12 |
|
|
2020
Q4 | $15.8M | Buy |
70,813
+6,445
| +10% | +$1.43M | 2% | 12 |
|
|
2020
Q3 | $13.5M | Buy |
64,368
+3,464
| +6% | +$729K | 1.87% | 13 |
|
|
2020
Q2 | $12.4M | Buy |
60,904
+1,544
| +3% | +$314K | 1.77% | 15 |
|
|
2020
Q1 | $9.36M | Buy |
59,360
+10,544
| +22% | +$1.66M | 1.4% | 16 |
|
|
2019
Q4 | $7.7M | Buy |
48,816
+3,456
| +8% | +$545K | 0.94% | 16 |
|
|
2019
Q3 | $6.31M | Sell |
45,360
-6,030
| -12% | -$838K | 0.85% | 16 |
|
|
2019
Q2 | $7.26M | Buy |
51,390
+271
| +0.5% | +$38.3K | 0.99% | 14 |
|
|
2019
Q1 | $6.03M | Sell |
51,119
-9,006
| -15% | -$1.06M | 0.87% | 16 |
|
|
2018
Q4 | $5.1M | Buy |
60,125
+11,037
| +22% | +$936K | 0.83% | 16 |
|
|
2018
Q3 | $5.21M | Buy |
49,088
+8,611
| +21% | +$914K | 0.8% | 14 |
|
|
2018
Q2 | $3.02M | Buy |
40,477
+25,740
| +175% | +$1.92M | 0.49% | 17 |
|
|
2018
Q1 | $1.35M | Buy |
14,737
+486
| +3% | +$44.4K | 0.23% | 34 |
|
|
2017
Q4 | $1.22M | Buy |
14,251
+312
| +2% | +$26.7K | 0.2% | 38 |
|
|
2017
Q3 | $1.04M | Buy |
13,939
+40
| +0.3% | +$2.98K | 0.2% | 41 |
|
|
2017
Q2 | $958K | Buy |
13,899
+1,664
| +14% | +$115K | 0.2% | 42 |
|
|
2017
Q1 | $806K | Buy |
12,235
+117
| +1% | +$7.71K | 0.16% | 48 |
|
|
2016
Q4 | $753K | Buy |
12,118
+849
| +8% | +$52.8K | 0.16% | 51 |
|
|
2016
Q3 | $649K | Buy |
11,269
+321
| +3% | +$18.5K | 0.14% | 55 |
|
|
2016
Q2 | $560K | Buy |
10,948
+1,165
| +12% | +$59.6K | 0.13% | 60 |
|
|
2016
Q1 | $540K | Buy |
9,783
+130
| +1% | +$7.18K | 0.12% | 59 |
|
|
2015
Q4 | $536K | Buy |
9,653
+1,196
| +14% | +$66.4K | 0.12% | 70 |
|
|
2015
Q3 | $374K | Buy |
8,457
+418
| +5% | +$18.5K | 0.09% | 78 |
|
|
2015
Q2 | $355K | Sell |
8,039
-16,483
| -67% | -$728K | 0.08% | 81 |
|
|
2015
Q1 | $997K | Buy |
24,522
+16,244
| +196% | +$660K | 0.08% | 76 |
|
|
2014
Q4 | $384K | Buy |
8,278
+209
| +3% | +$9.7K | 0.09% | 85 |
|
|
2014
Q3 | $374K | Buy |
8,069
+408
| +5% | +$18.9K | 0.12% | 51 |
|
|
2014
Q2 | $319K | Buy |
7,661
+17
| +0.2% | +$708 | 0.11% | 56 |
|
|
2014
Q1 | $313K | Buy |
7,644
+289
| +4% | +$11.8K | 0.11% | 53 |
|
|
2013
Q4 | $275K | Buy |
7,355
+123
| +2% | +$4.6K | 0.09% | 57 |
|
|
2013
Q3 | $241K | Buy |
7,232
+17
| +0.2% | +$567 | 0.1% | 56 |
|
|
2013
Q2 | $249K | Buy |
+7,215
| New | +$249K | 0.1% | 57 |
|