SPWM
Spartan Planning & Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Buy |
+15,152
| New | +$7.54M | 6.46% | 4 |
|
|
2025
Q1 | – | Sell |
-13,638
| Closed | -$5.75M | – | 80 |
|
|
2024
Q4 | $5.75M | Buy |
+13,638
| New | +$5.75M | 5.25% | 5 |
|
|
2023
Q4 | $4.63M | Buy |
12,303
+7,696
| +167% | +$2.89M | 4.93% | 5 |
|
|
2023
Q3 | $1.45M | Buy |
+4,607
| New | +$1.45M | 1.7% | 11 |
|
|
2022
Q2 | – | Sell |
-10,215
| Closed | -$3.15M | – | 134 |
|
|
2022
Q1 | $3.15M | Buy |
+10,215
| New | +$3.15M | 3.94% | 9 |
|