SWMP
Signature Wealth Management Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Buy |
9,433
+73
| +0.8% | +$36.3K | 2.68% | 9 |
|
|
2025
Q1 | $3.51M | Sell |
9,360
-142
| -1% | -$53.3K | 2.3% | 10 |
|
|
2024
Q4 | $4.01M | Buy |
9,502
+7
| +0.1% | +$2.95K | 2.75% | 10 |
|
|
2024
Q3 | $4.09M | Buy |
9,495
+261
| +3% | +$112K | 2.96% | 8 |
|
|
2024
Q2 | $4.13M | Buy |
9,234
+239
| +3% | +$107K | 3.14% | 8 |
|
|
2024
Q1 | $3.78M | Sell |
8,995
-1,235
| -12% | -$520K | 3.08% | 8 |
|
|
2023
Q4 | $3.85M | Buy |
10,230
+17
| +0.2% | +$6.39K | 3.37% | 7 |
|
|
2023
Q3 | $3.22M | Buy |
10,213
+1,196
| +13% | +$378K | 3.15% | 7 |
|
|
2023
Q2 | $3.07M | Sell |
9,017
-809
| -8% | -$275K | 2.85% | 7 |
|
|
2023
Q1 | $2.83M | Sell |
9,826
-1,200
| -11% | -$346K | 2.63% | 8 |
|
|
2022
Q4 | $2.64M | Buy |
11,026
+31
| +0.3% | +$7.43K | 2.6% | 10 |
|
|
2022
Q3 | $2.56M | Buy |
10,995
+147
| +1% | +$34.2K | 2.82% | 7 |
|
|
2022
Q2 | $2.79M | Buy |
10,848
+115
| +1% | +$29.5K | 2.85% | 6 |
|
|
2022
Q1 | $3.31M | Buy |
10,733
+1,171
| +12% | +$361K | 2.82% | 7 |
|
|
2021
Q4 | $3.22M | Sell |
9,562
-6
| -0.1% | -$2.02K | 2.73% | 7 |
|
|
2021
Q3 | $2.7M | Buy |
9,568
+500
| +6% | +$141K | 2.44% | 10 |
|
|
2021
Q2 | $2.46M | Hold |
9,068
| – | – | 2.23% | 12 |
|
|
2021
Q1 | $2.14M | Buy |
9,068
+452
| +5% | +$107K | 2.05% | 13 |
|
|
2020
Q4 | $1.92M | Buy |
+8,616
| New | +$1.92M | 1.92% | 14 |
|