SSWM
Sheets Smith Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Buy |
17,063
+1,516
| +10% | +$754K | 0.99% | 20 |
|
|
2025
Q1 | $5.84M | Sell |
15,547
-4,137
| -21% | -$1.55M | 0.73% | 34 |
|
|
2024
Q4 | $8.3M | Sell |
19,684
-53
| -0.3% | -$22.3K | 1.01% | 25 |
|
|
2024
Q3 | $8.49M | Sell |
19,737
-1,254
| -6% | -$540K | 1.04% | 25 |
|
|
2024
Q2 | $9.38M | Sell |
20,991
-3,998
| -16% | -$1.79M | 1.12% | 18 |
|
|
2024
Q1 | $10.5M | Sell |
24,989
-27,521
| -52% | -$11.6M | 1.18% | 19 |
|
|
2023
Q4 | $9.17M | Buy |
52,510
+27,051
| +106% | +$4.72M | 1.3% | 18 |
|
|
2023
Q3 | $8.04M | Sell |
25,459
-842
| -3% | -$266K | 1.22% | 18 |
|
|
2023
Q2 | $8.96M | Buy |
26,301
+3,811
| +17% | +$1.3M | 1.31% | 15 |
|
|
2023
Q1 | $6.48M | Sell |
22,490
-157
| -0.7% | -$45.3K | 0.99% | 25 |
|
|
2022
Q4 | $5.43M | Sell |
22,647
-600
| -3% | -$144K | 0.85% | 33 |
|
|
2022
Q3 | $5.41M | Buy |
23,247
+1,937
| +9% | +$451K | 0.9% | 29 |
|
|
2022
Q2 | $5.47M | Sell |
21,310
-5,864
| -22% | -$1.51M | 0.9% | 29 |
|
|
2022
Q1 | $8.38M | Sell |
27,174
-386
| -1% | -$119K | 1.15% | 21 |
|
|
2021
Q4 | $9.27M | Buy |
27,560
+438
| +2% | +$147K | 1.15% | 20 |
|
|
2021
Q3 | $7.65M | Sell |
27,122
-1,286
| -5% | -$363K | 1.04% | 24 |
|
|
2021
Q2 | $7.7M | Sell |
28,408
-271
| -0.9% | -$73.4K | 1.04% | 24 |
|
|
2021
Q1 | $6.76M | Buy |
28,679
+146
| +0.5% | +$34.4K | 0.99% | 26 |
|
|
2020
Q4 | $6.35M | Sell |
28,533
-2,348
| -8% | -$522K | 0.96% | 26 |
|
|
2020
Q3 | $6.5M | Buy |
30,881
+7,582
| +33% | +$1.59M | 1.13% | 22 |
|
|
2020
Q2 | $4.74M | Sell |
23,299
-23,660
| -50% | -$4.82M | 0.95% | 29 |
|
|
2020
Q1 | $7.41M | Sell |
46,959
-7,553
| -14% | -$1.19M | 1.55% | 14 |
|
|
2019
Q4 | $8.56M | Sell |
54,512
-7,052
| -11% | -$1.11M | 1.64% | 9 |
|
|
2019
Q3 | $8.56M | Buy |
61,564
+303
| +0.5% | +$42.1K | 1.76% | 8 |
|
|
2019
Q2 | $8.21M | Sell |
61,261
-1,001
| -2% | -$134K | 1.68% | 8 |
|
|
2019
Q1 | $7.34M | Sell |
62,262
-793
| -1% | -$93.5K | 1.59% | 9 |
|
|
2018
Q4 | $6.41M | Sell |
63,055
-4,691
| -7% | -$477K | 1.73% | 6 |
|
|
2018
Q3 | $7.75M | Buy |
67,746
+16,470
| +32% | +$1.88M | 1.6% | 8 |
|
|
2018
Q2 | $5.06M | Sell |
51,276
-875
| -2% | -$86.3K | 1.18% | 18 |
|
|
2018
Q1 | $4.76M | Sell |
52,151
-432
| -0.8% | -$39.4K | 1.14% | 18 |
|
|
2017
Q4 | $4.5M | Buy |
52,583
+306
| +0.6% | +$26.2K | 1.06% | 20 |
|
|
2017
Q3 | $3.89M | Sell |
52,277
-487
| -0.9% | -$36.3K | 0.98% | 19 |
|
|
2017
Q2 | $3.64M | Sell |
52,764
-676
| -1% | -$46.6K | 0.96% | 21 |
|
|
2017
Q1 | $3.52M | Sell |
53,440
-283
| -0.5% | -$18.6K | 0.93% | 22 |
|
|
2016
Q4 | $3.34M | Buy |
53,723
+18,498
| +53% | +$1.15M | 0.94% | 24 |
|
|
2016
Q3 | $2.03M | Sell |
35,225
-328
| -0.9% | -$18.9K | 0.57% | 52 |
|
|
2016
Q2 | $1.82M | Sell |
35,553
-573
| -2% | -$29.3K | 0.53% | 58 |
|
|
2016
Q1 | $2M | Sell |
36,126
-1,293
| -3% | -$71.4K | 0.61% | 50 |
|
|
2015
Q4 | $2.08M | Buy |
37,419
+1,274
| +4% | +$70.7K | 0.63% | 45 |
|
|
2015
Q3 | $1.6M | Sell |
36,145
-1,470
| -4% | -$65.1K | 0.54% | 55 |
|
|
2015
Q2 | $1.66M | Sell |
37,615
-71
| -0.2% | -$3.14K | 0.45% | 68 |
|
|
2015
Q1 | $1.53M | Sell |
37,686
-858
| -2% | -$34.9K | 0.42% | 70 |
|
|
2014
Q4 | $1.79M | Sell |
38,544
-1,079
| -3% | -$50.1K | 0.47% | 61 |
|
|
2014
Q3 | $1.84M | Sell |
39,623
-348
| -0.9% | -$16.1K | 0.5% | 57 |
|
|
2014
Q2 | $1.67M | Buy |
39,971
+123
| +0.3% | +$5.13K | 0.45% | 59 |
|
|
2014
Q1 | $1.63M | Buy |
39,848
+133
| +0.3% | +$5.45K | 0.46% | 59 |
|
|
2013
Q4 | $1.49M | Sell |
39,715
-1,449
| -4% | -$54.2K | 0.41% | 59 |
|
|
2013
Q3 | $1.37M | Buy |
41,164
+1,488
| +4% | +$49.5K | 0.45% | 60 |
|
|
2013
Q2 | $1.37M | Buy |
+39,676
| New | +$1.37M | 0.47% | 61 |
|