SWM
SilverOak Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
4,853
+1,121
| +30% | +$558K | 0.45% | 27 |
|
|
2025
Q1 | $1.4M | Buy |
3,732
+33
| +0.9% | +$12.4K | 0.3% | 37 |
|
|
2024
Q4 | $1.56M | Buy |
3,699
+13
| +0.4% | +$5.48K | 0.34% | 33 |
|
|
2024
Q3 | $1.59M | Hold |
3,686
| – | – | 0.36% | 31 |
|
|
2024
Q2 | $1.65M | Buy |
3,686
+33
| +0.9% | +$14.8K | 0.4% | 31 |
|
|
2024
Q1 | $1.54M | Buy |
3,653
+180
| +5% | +$75.7K | 0.38% | 31 |
|
|
2023
Q4 | $1.31M | Buy |
+3,473
| New | +$1.31M | 0.35% | 32 |
|