SVWG
Shared Vision Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Buy |
1,630
+2
| +0.1% | +$1.07K | 0.43% | 37 |
|
|
2025
Q1 | $611K | Sell |
1,628
-7
| -0.4% | -$2.63K | 0.33% | 43 |
|
|
2024
Q4 | $689K | Sell |
1,635
-83
| -5% | -$35K | 0.36% | 41 |
|
|
2024
Q3 | $739K | Sell |
1,718
-23
| -1% | -$9.9K | 0.4% | 35 |
|
|
2024
Q2 | $778K | Buy |
1,741
+687
| +65% | +$307K | 0.45% | 32 |
|
|
2024
Q1 | $444K | Sell |
1,054
-49
| -4% | -$20.6K | 0.28% | 48 |
|
|
2023
Q4 | $415K | Buy |
+1,103
| New | +$415K | 0.28% | 49 |
|