SSIM
Sheets Smith Investment Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,621
| Closed | -$3.63M | – | 56 |
|
|
2024
Q4 | $3.63M | Buy |
+8,621
| New | +$3.63M | 3.08% | 7 |
|
|
2022
Q4 | $2.26M | Buy |
+8,570
| New | +$2.26M | 2.48% | 5 |
|
|
2022
Q2 | $2.71M | Sell |
9,467
-10,084
| -52% | -$2.89M | 3.15% | 5 |
|
|
2022
Q1 | $6.03M | Sell |
19,551
-298
| -2% | -$91.9K | 7.41% | 3 |
|
|
2021
Q4 | $6.68M | Buy |
+19,849
| New | +$6.68M | 4.74% | 5 |
|
|
2020
Q4 | $4.07M | Buy |
+18,279
| New | +$4.07M | 3.67% | 7 |
|