SPW
Sonoma Private Wealth’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
24,526
-3,536
| -13% | -$1.76M | 14.96% | 1 |
|
|
2025
Q1 | $10.5M | Buy |
28,062
+21,477
| +326% | +$8.06M | 14.61% | 1 |
|
|
2024
Q4 | $2.78M | Buy |
6,585
+157
| +2% | +$66.2K | 4.48% | 3 |
|
|
2024
Q3 | $2.77M | Buy |
6,428
+39
| +0.6% | +$16.8K | 4.31% | 2 |
|
|
2024
Q2 | $2.86M | Sell |
6,389
-89
| -1% | -$39.8K | 4.64% | 2 |
|
|
2024
Q1 | $2.73M | Sell |
6,478
-121
| -2% | -$50.9K | 4.38% | 2 |
|
|
2023
Q4 | $2.48M | Sell |
6,599
-687
| -9% | -$258K | 4.11% | 6 |
|
|
2023
Q3 | $2.3M | Buy |
7,286
+46
| +0.6% | +$14.5K | 4.2% | 4 |
|
|
2023
Q2 | $2.47M | Sell |
7,240
-235
| -3% | -$80K | 4.31% | 4 |
|
|
2023
Q1 | $2.16M | Buy |
7,475
+744
| +11% | +$215K | 4.28% | 4 |
|
|
2022
Q4 | $1.61M | Buy |
+6,731
| New | +$1.61M | 3.57% | 5 |
|