Smallwood Wealth Investment Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.85M | Sell |
4,925
-105
| -2% | -$39.4K | 1.16% | 18 |
|
|
2024
Q4 | $2.12M | Sell |
5,030
-39
| -0.8% | -$16.4K | 1.45% | 14 |
|
|
2024
Q3 | $2.18M | Sell |
5,069
-5
| -0.1% | -$2.15K | 1.56% | 13 |
|
|
2024
Q2 | $2.27M | Buy |
5,074
+543
| +12% | +$243K | 1.75% | 13 |
|
|
2024
Q1 | $1.91M | Buy |
4,531
+575
| +15% | +$242K | 1.48% | 15 |
|
|
2023
Q4 | $1.49M | Buy |
3,956
+193
| +5% | +$72.6K | 1.23% | 17 |
|
|
2023
Q3 | $1.19M | Sell |
3,763
-151
| -4% | -$47.7K | 1.08% | 21 |
|
|
2023
Q2 | $1.33M | Sell |
3,914
-50
| -1% | -$17K | 1.19% | 19 |
|
|
2023
Q1 | $1.14M | Sell |
3,964
-2,696
| -40% | -$777K | 1.08% | 22 |
|
|
2022
Q4 | $1.6M | Buy |
6,660
+7
| +0.1% | +$1.68K | 1.35% | 18 |
|
|
2022
Q3 | $1.55M | Buy |
6,653
+622
| +10% | +$145K | 1.39% | 14 |
|
|
2022
Q2 | $1.55M | Buy |
6,031
+2,417
| +67% | +$621K | 1.57% | 14 |
|
|
2022
Q1 | $1.11M | Buy |
3,614
+6
| +0.2% | +$1.85K | 1.05% | 18 |
|
|
2021
Q4 | $1.21M | Buy |
+3,608
| New | +$1.21M | 1.13% | 17 |
|