SWA
Sightline Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
3,331
+170
| +5% | +$84.6K | 0.8% | 25 |
|
|
2025
Q1 | $1.19M | Buy |
3,161
+2
| +0.1% | +$751 | 0.63% | 32 |
|
|
2024
Q4 | $1.33M | Buy |
3,159
+1
| +0% | +$422 | 0.72% | 30 |
|
|
2024
Q3 | $1.36M | Buy |
3,158
+1
| +0% | +$430 | 0.75% | 28 |
|
|
2024
Q2 | $1.41M | Buy |
3,157
+221
| +8% | +$98.8K | 0.88% | 24 |
|
|
2024
Q1 | $1.24M | Buy |
2,936
+13
| +0.4% | +$5.47K | 0.81% | 29 |
|
|
2023
Q4 | $1.1M | Buy |
2,923
+2
| +0.1% | +$752 | 0.84% | 28 |
|
|
2023
Q3 | $922K | Sell |
2,921
-416
| -12% | -$131K | 0.86% | 28 |
|
|
2023
Q2 | $962K | Buy |
3,337
+29
| +0.9% | +$8.36K | 0.96% | 22 |
|
|
2023
Q1 | $954K | Sell |
3,308
-636
| -16% | -$183K | 0.97% | 21 |
|
|
2022
Q4 | $946K | Buy |
3,944
+1,256
| +47% | +$301K | 1.02% | 22 |
|
|
2022
Q3 | $647K | Buy |
2,688
+2
| +0.1% | +$481 | 0.76% | 22 |
|
|
2022
Q2 | $686K | Buy |
2,686
+2
| +0.1% | +$511 | 0.67% | 23 |
|
|
2022
Q1 | $828K | Buy |
2,684
+1
| +0% | +$308 | 0.69% | 22 |
|
|
2021
Q4 | $903K | Buy |
2,683
+96
| +4% | +$32.3K | 0.81% | 18 |
|
|
2021
Q3 | $729K | Buy |
2,587
+1
| +0% | +$282 | 0.61% | 24 |
|
|
2021
Q2 | $701K | Buy |
2,586
+1
| +0% | +$271 | 0.58% | 25 |
|
|
2021
Q1 | $614K | Sell |
2,585
-27
| -1% | -$6.41K | 0.57% | 29 |
|
|
2020
Q4 | $581K | Buy |
+2,612
| New | +$581K | 0.57% | 32 |
|