SWM
Silverlake Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Buy |
48,779
+3,024
| +7% | +$1.5M | 7.05% | 1 |
|
|
2025
Q1 | $17.2M | Sell |
45,755
-1,132
| -2% | -$425K | 6.49% | 1 |
|
|
2024
Q4 | $19.8M | Buy |
46,887
+402
| +0.9% | +$169K | 7.57% | 1 |
|
|
2024
Q3 | $20M | Sell |
46,485
-83
| -0.2% | -$35.7K | 7.57% | 1 |
|
|
2024
Q2 | $20.8M | Buy |
46,568
+6,201
| +15% | +$2.77M | 8.54% | 1 |
|
|
2024
Q1 | $17M | Buy |
40,367
+292
| +0.7% | +$123K | 8.64% | 1 |
|
|
2023
Q4 | $15.1M | Sell |
40,075
-2,032
| -5% | -$764K | 8.31% | 1 |
|
|
2023
Q3 | $13.3M | Buy |
42,107
+1,156
| +3% | +$365K | 7.46% | 1 |
|
|
2023
Q2 | $13.9M | Sell |
40,951
-37
| -0.1% | -$12.6K | 7.75% | 1 |
|
|
2023
Q1 | $11.8M | Sell |
40,988
-764
| -2% | -$220K | 7.17% | 1 |
|
|
2022
Q4 | $10M | Buy |
41,752
+332
| +0.8% | +$79.6K | 6.24% | 1 |
|
|
2022
Q3 | $9.65M | Sell |
41,420
-4
| -0% | -$932 | 6.53% | 1 |
|
|
2022
Q2 | $10.6M | Buy |
41,424
+264
| +0.6% | +$67.8K | 6.94% | 1 |
|
|
2022
Q1 | $12.7M | Sell |
41,160
-771
| -2% | -$238K | 7.25% | 1 |
|
|
2021
Q4 | $14.1M | Buy |
+41,931
| New | +$14.1M | 7.58% | 1 |
|