SW
Simplicity Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.5M | Buy |
89,524
+42,543
| +91% | +$21.2M | 1.85% | 9 |
|
|
2025
Q1 | $17.6M | Buy |
46,981
+20,422
| +77% | +$7.67M | 1.37% | 12 |
|
|
2024
Q4 | $11.2M | Sell |
26,559
-11,671
| -31% | -$4.92M | 2.33% | 6 |
|
|
2024
Q3 | $16.5M | Sell |
38,230
-217,991
| -85% | -$93.8M | 1.52% | 11 |
|
|
2024
Q2 | $115M | Sell |
256,221
-1,064
| -0.4% | -$476K | 2.59% | 4 |
|
|
2024
Q1 | $108M | Buy |
257,285
+251,688
| +4,497% | +$106M | 2.58% | 4 |
|
|
2023
Q4 | $2.1M | Buy |
5,597
+3,677
| +192% | +$1.38M | 0.81% | 27 |
|
|
2023
Q3 | $606K | Sell |
1,920
-1
| -0.1% | -$316 | 0.35% | 38 |
|
|
2023
Q2 | $654K | Sell |
1,921
-477
| -20% | -$162K | 0.41% | 41 |
|
|
2023
Q1 | $691K | Sell |
2,398
-168
| -7% | -$48.4K | 0.46% | 34 |
|
|
2022
Q4 | $615K | Buy |
2,566
+1,338
| +109% | +$321K | 0.54% | 28 |
|
|
2022
Q3 | $286K | Buy |
1,228
+387
| +46% | +$90.1K | 0.38% | 57 |
|
|
2022
Q2 | $216K | Sell |
841
-335
| -28% | -$86K | 0.32% | 51 |
|
|
2022
Q1 | $363K | Buy |
1,176
+196
| +20% | +$60.5K | 0.35% | 54 |
|
|
2021
Q4 | $330K | Buy |
+980
| New | +$330K | 0.18% | 55 |
|