SVWAG
Sound View Wealth Advisors Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.8M | Buy |
94,120
+2,373
| +3% | +$1.18M | 3.46% | 2 |
|
|
2025
Q1 | $34.4M | Buy |
91,747
+1,429
| +2% | +$536K | 2.83% | 3 |
|
|
2024
Q4 | $38.1M | Buy |
90,318
+3,337
| +4% | +$1.41M | 3.07% | 3 |
|
|
2024
Q3 | $37.4M | Buy |
86,981
+9,706
| +13% | +$4.18M | 3.06% | 3 |
|
|
2024
Q2 | $34.5M | Sell |
77,275
-171
| -0.2% | -$76.4K | 3.56% | 2 |
|
|
2024
Q1 | $32.6M | Sell |
77,446
-7,064
| -8% | -$2.97M | 3.47% | 2 |
|
|
2023
Q4 | $31.8M | Buy |
84,510
+61
| +0.1% | +$22.9K | 3.51% | 2 |
|
|
2023
Q3 | $26.7M | Buy |
84,449
+5,518
| +7% | +$1.74M | 3.32% | 2 |
|
|
2023
Q2 | $26.9M | Sell |
78,931
-4,806
| -6% | -$1.64M | 3.52% | 2 |
|
|
2023
Q1 | $24.1M | Sell |
83,737
-773
| -0.9% | -$223K | 3.31% | 2 |
|
|
2022
Q4 | $31.8M | Buy |
84,510
+23,022
| +37% | +$8.66M | 3.51% | 2 |
|
|
2022
Q3 | $14.3M | Buy |
61,488
+102
| +0.2% | +$23.8K | 3.21% | 2 |
|
|
2022
Q2 | $15.8M | Buy |
61,386
+825
| +1% | +$212K | 3.3% | 2 |
|
|
2022
Q1 | $18.7M | Buy |
60,561
+1,471
| +2% | +$454K | 3.55% | 2 |
|
|
2021
Q4 | $19.9M | Sell |
59,090
-362
| -0.6% | -$122K | 3.76% | 2 |
|
|
2021
Q3 | $16.8M | Buy |
59,452
+1,188
| +2% | +$335K | 3.5% | 2 |
|
|
2021
Q2 | $15.8M | Buy |
58,264
+59
| +0.1% | +$16K | 3.32% | 2 |
|
|
2021
Q1 | $13.7M | Sell |
58,205
-209
| -0.4% | -$49.3K | 3.2% | 2 |
|
|
2020
Q4 | $13M | Buy |
58,414
+1,428
| +3% | +$318K | 3.17% | 2 |
|
|
2020
Q3 | $12M | Sell |
56,986
-980
| -2% | -$206K | 3.16% | 2 |
|
|
2020
Q2 | $11.8M | Buy |
57,966
+8,425
| +17% | +$1.71M | 3.32% | 2 |
|
|
2020
Q1 | $7.81M | Buy |
49,541
+4,306
| +10% | +$679K | 2.7% | 3 |
|
|
2019
Q4 | $7.13M | Sell |
45,235
-1,014
| -2% | -$160K | 2.01% | 5 |
|
|
2019
Q3 | $6.43M | Sell |
46,249
-1,825
| -4% | -$254K | 1.92% | 7 |
|
|
2019
Q2 | $6.44M | Buy |
+48,074
| New | +$6.44M | 1.9% | 6 |
|