SWMG
Signature Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Sell |
11,670
-61
| -0.5% | -$30.3K | 2.29% | 4 |
|
|
2025
Q1 | $4.4M | Sell |
11,731
-110
| -0.9% | -$41.3K | 1.72% | 20 |
|
|
2024
Q4 | $4.99M | Buy |
11,841
+1,319
| +13% | +$556K | 2.01% | 10 |
|
|
2024
Q3 | $4.53M | Buy |
10,522
+42
| +0.4% | +$18.1K | 1.82% | 16 |
|
|
2024
Q2 | $4.68M | Buy |
10,480
+220
| +2% | +$98.3K | 2.05% | 11 |
|
|
2024
Q1 | $4.09M | Sell |
10,260
-253
| -2% | -$101K | 1.86% | 15 |
|
|
2023
Q4 | $3.95M | Buy |
+10,513
| New | +$3.95M | 1.83% | 16 |
|
|
2023
Q2 | $3.46M | Sell |
10,157
-1,960
| -16% | -$667K | 1.61% | 28 |
|
|
2023
Q1 | $3.49M | Sell |
12,117
-2,535
| -17% | -$731K | 1.66% | 28 |
|
|
2022
Q4 | $3.51M | Sell |
14,652
-1,135
| -7% | -$272K | 1.72% | 27 |
|
|
2022
Q3 | $3.68M | Sell |
15,787
-710
| -4% | -$165K | 1.87% | 17 |
|
|
2022
Q2 | $4.24M | Sell |
16,497
-23
| -0.1% | -$5.91K | 2.06% | 9 |
|
|
2022
Q1 | $5.09M | Buy |
16,520
+1,951
| +13% | +$601K | 2.29% | 6 |
|
|
2021
Q4 | $4.9M | Buy |
14,569
+87
| +0.6% | +$29.3K | 2.47% | 3 |
|
|
2021
Q3 | $4.08M | Buy |
14,482
+377
| +3% | +$106K | 2.27% | 4 |
|
|
2021
Q2 | $3.82M | Buy |
14,105
+651
| +5% | +$176K | 2.13% | 11 |
|
|
2021
Q1 | $3.17M | Buy |
13,454
+1,523
| +13% | +$359K | 1.87% | 30 |
|
|
2020
Q4 | $2.65M | Sell |
11,931
-106
| -0.9% | -$23.6K | 1.67% | 33 |
|
|
2020
Q3 | $2.53M | Sell |
12,037
-1,174
| -9% | -$247K | 1.82% | 30 |
|
|
2020
Q2 | $2.69M | Sell |
13,211
-196
| -1% | -$39.9K | 2.06% | 23 |
|
|
2020
Q1 | $2.11M | Sell |
13,407
-128
| -0.9% | -$20.2K | 1.86% | 27 |
|
|
2019
Q4 | $2.14M | Sell |
13,535
-321
| -2% | -$50.6K | 1.35% | 37 |
|
|
2019
Q3 | $1.93M | Sell |
13,856
-208
| -1% | -$28.9K | 1.28% | 39 |
|
|
2019
Q2 | $1.93M | Sell |
14,064
-162
| -1% | -$22.2K | 1.29% | 39 |
|
|
2019
Q1 | $1.68M | Sell |
14,226
-595
| -4% | -$70.2K | 1.18% | 40 |
|
|
2018
Q4 | $1.51M | Buy |
14,821
+397
| +3% | +$40.3K | 1.17% | 40 |
|
|
2018
Q3 | $1.5M | Sell |
14,424
-783
| -5% | -$81.3K | 1.11% | 38 |
|
|
2018
Q2 | $1.5M | Sell |
15,207
-1,776
| -10% | -$175K | 1.11% | 37 |
|
|
2018
Q1 | $1.55M | Buy |
16,983
+3,022
| +22% | +$276K | 1.2% | 36 |
|
|
2017
Q4 | $1.19M | Buy |
+13,961
| New | +$1.19M | 0.88% | 37 |
|