SHWM
Silicon Hills Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.56M | Buy |
4,575
+230
| +5% | +$78.3K | 0.88% | 22 |
|
|
2023
Q1 | $1.25M | Sell |
4,345
-2
| -0% | -$577 | 0.75% | 26 |
|
|
2022
Q4 | $1.04M | Sell |
4,347
-102
| -2% | -$24.5K | 0.77% | 32 |
|
|
2022
Q3 | $1.04M | Buy |
4,449
+113
| +3% | +$26.3K | 0.82% | 29 |
|
|
2022
Q2 | $1.11M | Buy |
4,336
+899
| +26% | +$231K | 0.82% | 29 |
|
|
2022
Q1 | $1.06M | Sell |
3,437
-100
| -3% | -$30.8K | 0.68% | 37 |
|
|
2021
Q4 | $1.19M | Sell |
3,537
-31
| -0.9% | -$10.4K | 0.74% | 36 |
|
|
2021
Q3 | $1.01M | Sell |
3,568
-23
| -0.6% | -$6.49K | 0.69% | 45 |
|
|
2021
Q2 | $973K | Buy |
3,591
+102
| +3% | +$27.6K | 0.76% | 42 |
|
|
2021
Q1 | $823K | Buy |
3,489
+2
| +0.1% | +$472 | 0.74% | 41 |
|
|
2020
Q4 | $776K | Buy |
3,487
+140
| +4% | +$31.2K | 0.7% | 38 |
|
|
2020
Q3 | $704K | Hold |
3,347
| – | – | 0.73% | 38 |
|
|
2020
Q2 | $681K | Buy |
3,347
+25
| +0.8% | +$5.09K | 0.82% | 35 |
|
|
2020
Q1 | $524K | Buy |
3,322
+3,312
| +33,120% | +$522K | 0.69% | 40 |
|
|
2019
Q4 | $774 | Buy |
+10
| New | +$774 | 0.59% | 40 |
|