SWM
Solano Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-807
| Closed | -$340K | – | 32 |
|
|
2024
Q1 | $340K | Sell |
807
-139
| -15% | -$58.5K | 0.19% | 29 |
|
|
2023
Q4 | $356K | Hold |
946
| – | – | 0.21% | 24 |
|
|
2023
Q3 | $299K | Hold |
946
| – | – | 0.21% | 23 |
|
|
2023
Q2 | $322K | Hold |
946
| – | – | 0.22% | 21 |
|
|
2023
Q1 | $273K | Buy |
+946
| New | +$273K | 0.2% | 21 |
|