SMWM
Silvia McColl Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Sell |
7,933
-28
| -0.4% | -$13.9K | 2.87% | 6 |
|
|
2025
Q1 | $2.99M | Sell |
7,961
-67
| -0.8% | -$25.2K | 2.27% | 9 |
|
|
2024
Q4 | $3.38M | Sell |
8,028
-3
| -0% | -$1.26K | 2.54% | 7 |
|
|
2024
Q3 | $3.46M | Sell |
8,031
-1,023
| -11% | -$440K | 2.59% | 7 |
|
|
2024
Q2 | $4.05M | Sell |
9,054
-284
| -3% | -$127K | 3.35% | 5 |
|
|
2024
Q1 | $3.95M | Buy |
9,338
+914
| +11% | +$387K | 3.39% | 5 |
|
|
2023
Q4 | $3.17M | Sell |
8,424
-743
| -8% | -$279K | 2.85% | 5 |
|
|
2023
Q3 | $2.89M | Sell |
9,167
-503
| -5% | -$159K | 2.89% | 5 |
|
|
2023
Q2 | $3.29M | Sell |
9,670
-21
| -0.2% | -$7.15K | 3.06% | 5 |
|
|
2023
Q1 | $2.79M | Buy |
9,691
+32
| +0.3% | +$9.23K | 2.77% | 5 |
|
|
2022
Q4 | $2.32M | Buy |
+9,659
| New | +$2.32M | 2.28% | 7 |
|