SWA
ShankerValleau Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Hold |
1,757
| – | – | 0.25% | 20 |
|
|
2025
Q1 | $660K | Hold |
1,757
| – | – | 0.21% | 19 |
|
|
2024
Q4 | $741K | Sell |
1,757
-795
| -31% | -$335K | 0.24% | 19 |
|
|
2024
Q3 | $1.1M | Buy |
2,552
+1,295
| +103% | +$557K | 0.37% | 16 |
|
|
2024
Q2 | $562K | Buy |
1,257
+135
| +12% | +$60.3K | 0.24% | 16 |
|
|
2024
Q1 | $472K | Buy |
1,122
+70
| +7% | +$29.5K | 0.22% | 16 |
|
|
2023
Q4 | $396K | Buy |
1,052
+276
| +36% | +$104K | 0.2% | 16 |
|
|
2023
Q3 | $245K | Hold |
776
| – | – | 0.14% | 19 |
|
|
2023
Q2 | $264K | Buy |
+776
| New | +$264K | 0.15% | 19 |
|