SDAM
Shulman DeMeo Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Sell |
4,747
-204
| -4% | -$101K | 0.58% | 16 |
|
|
2025
Q1 | $1.86M | Buy |
4,951
+19
| +0.4% | +$7.13K | 0.52% | 17 |
|
|
2024
Q4 | $2.08M | Sell |
4,932
-878
| -15% | -$370K | 0.56% | 15 |
|
|
2024
Q3 | $2.52M | Buy |
5,810
+288
| +5% | +$125K | 0.62% | 16 |
|
|
2024
Q2 | $2.47M | Sell |
5,522
-13
| -0.2% | -$5.81K | 0.64% | 15 |
|
|
2024
Q1 | $2.33M | Buy |
5,535
+249
| +5% | +$105K | 0.62% | 16 |
|
|
2023
Q4 | $1.99M | Buy |
5,286
+89
| +2% | +$33.5K | 0.56% | 15 |
|
|
2023
Q3 | $1.64M | Sell |
5,197
-353
| -6% | -$111K | 0.55% | 13 |
|
|
2023
Q2 | $1.89M | Buy |
5,550
+140
| +3% | +$47.7K | 0.57% | 14 |
|
|
2023
Q1 | $1.56M | Buy |
5,410
+19
| +0.4% | +$5.48K | 0.49% | 17 |
|
|
2022
Q4 | $1.29M | Buy |
5,391
+154
| +3% | +$36.9K | 0.43% | 21 |
|
|
2022
Q3 | $1.22M | Sell |
5,237
-12
| -0.2% | -$2.8K | 0.43% | 21 |
|
|
2022
Q2 | $1.35M | Buy |
5,249
+29
| +0.6% | +$7.45K | 0.45% | 21 |
|
|
2022
Q1 | $1.61M | Buy |
5,220
+247
| +5% | +$76.1K | 0.45% | 21 |
|
|
2021
Q4 | $1.67M | Buy |
4,973
+117
| +2% | +$39.3K | 0.44% | 19 |
|
|
2021
Q3 | $1.37M | Buy |
+4,856
| New | +$1.37M | 1.19% | 16 |
|
|
2021
Q2 | – | Sell |
-4,467
| Closed | -$1.05M | – | 115 |
|
|
2021
Q1 | $1.05M | Buy |
4,467
+366
| +9% | +$86.3K | 0.29% | 40 |
|
|
2020
Q4 | $912K | Buy |
4,101
+456
| +13% | +$101K | 0.26% | 42 |
|
|
2020
Q3 | $767K | Sell |
3,645
-3
| -0.1% | -$631 | 0.26% | 44 |
|
|
2020
Q2 | $742K | Buy |
3,648
+141
| +4% | +$28.7K | 0.29% | 39 |
|
|
2020
Q1 | $553K | Buy |
3,507
+271
| +8% | +$42.7K | 0.26% | 45 |
|
|
2019
Q4 | $510K | Buy |
3,236
+107
| +3% | +$16.9K | 0.18% | 63 |
|
|
2019
Q3 | $435K | Buy |
3,129
+141
| +5% | +$19.6K | 0.15% | 71 |
|
|
2019
Q2 | $400K | Buy |
2,988
+1,291
| +76% | +$173K | 0.15% | 75 |
|
|
2019
Q1 | $200K | Buy |
+1,697
| New | +$200K | 0.08% | 120 |
|