SAM
Smartleaf Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8M | Sell |
70,216
-8,597
| -11% | -$4.26M | 3.07% | 2 |
|
|
2025
Q1 | $29.9M | Buy |
78,813
+1,203
| +2% | +$456K | 2.88% | 2 |
|
|
2024
Q4 | $33M | Buy |
77,610
+14,426
| +23% | +$6.13M | 3.36% | 2 |
|
|
2024
Q3 | $27M | Buy |
63,184
+18,608
| +42% | +$7.96M | 3.28% | 2 |
|
|
2024
Q2 | $20.2M | Buy |
44,576
+9,196
| +26% | +$4.16M | 3.31% | 3 |
|
|
2024
Q1 | $14.9M | Buy |
35,380
+10,932
| +45% | +$4.61M | 2.88% | 2 |
|
|
2023
Q4 | $9.08M | Buy |
+24,448
| New | +$9.08M | 2.43% | 3 |
|