SW
SkyOak Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Sell |
10,768
-5,208
| -33% | -$2.59M | 1.08% | 28 |
|
|
2025
Q1 | $6M | Buy |
15,976
+577
| +4% | +$217K | 1.31% | 22 |
|
|
2024
Q4 | $6.49M | Sell |
15,399
-748
| -5% | -$315K | 1.39% | 20 |
|
|
2024
Q3 | $6.95M | Buy |
16,147
+486
| +3% | +$209K | 1.54% | 15 |
|
|
2024
Q2 | $7M | Sell |
15,661
-555
| -3% | -$248K | 1.63% | 14 |
|
|
2024
Q1 | $6.82M | Sell |
16,216
-598
| -4% | -$252K | 1.63% | 15 |
|
|
2023
Q4 | $6.32M | Sell |
16,814
-530
| -3% | -$199K | 1.65% | 12 |
|
|
2023
Q3 | $5.48M | Buy |
17,344
+366
| +2% | +$116K | 1.6% | 13 |
|
|
2023
Q2 | $5.78M | Buy |
16,978
+553
| +3% | +$188K | 1.63% | 14 |
|
|
2023
Q1 | $4.74M | Sell |
16,425
-731
| -4% | -$211K | 1.44% | 15 |
|
|
2022
Q4 | $4.11M | Buy |
17,156
+1,020
| +6% | +$245K | 1.38% | 18 |
|
|
2022
Q3 | $3.76M | Buy |
16,136
+435
| +3% | +$101K | 1.35% | 17 |
|
|
2022
Q2 | $4.03M | Sell |
15,701
-1,388
| -8% | -$357K | 1.38% | 17 |
|
|
2022
Q1 | $5.27M | Buy |
17,089
+767
| +5% | +$236K | 1.46% | 15 |
|
|
2021
Q4 | $5.49M | Sell |
16,322
-129
| -0.8% | -$43.4K | 1.4% | 19 |
|
|
2021
Q3 | $4.64M | Buy |
16,451
+27
| +0.2% | +$7.61K | 1.25% | 17 |
|
|
2021
Q2 | $4.45M | Buy |
16,424
+234
| +1% | +$63.4K | 1.19% | 18 |
|
|
2021
Q1 | $4.12M | Sell |
16,190
-554
| -3% | -$141K | 1.15% | 19 |
|
|
2020
Q4 | $3.72M | Buy |
16,744
+535
| +3% | +$119K | 1.16% | 21 |
|
|
2020
Q3 | $3.41M | Sell |
16,209
-4,782
| -23% | -$1.01M | 1.23% | 19 |
|
|
2020
Q2 | $4.27M | Buy |
20,991
+10,693
| +104% | +$2.18M | 1.58% | 12 |
|
|
2020
Q1 | $1.62M | Sell |
10,298
-6,494
| -39% | -$1.02M | 0.83% | 32 |
|
|
2019
Q4 | $2.65M | Buy |
+16,792
| New | +$2.65M | 0.82% | 34 |
|