SWAG
Spectrum Wealth Advisory Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
3,778
-4
| -0.1% | -$1.99K | 0.87% | 17 |
|
|
2025
Q1 | $1.42M | Buy |
3,782
+7
| +0.2% | +$2.63K | 0.68% | 21 |
|
|
2024
Q4 | $1.59M | Buy |
3,775
+929
| +33% | +$392K | 0.75% | 21 |
|
|
2024
Q3 | $1.22M | Sell |
2,846
-10
| -0.4% | -$4.3K | 0.69% | 21 |
|
|
2024
Q2 | $1.28M | Buy |
2,856
+126
| +5% | +$56.3K | 1.37% | 11 |
|
|
2024
Q1 | $1.15M | Buy |
2,730
+2
| +0.1% | +$841 | 1.32% | 12 |
|
|
2023
Q4 | $1.03M | Buy |
2,728
+59
| +2% | +$22.2K | 1.27% | 12 |
|
|
2023
Q3 | $843K | Buy |
2,669
+2
| +0.1% | +$631 | 1.17% | 12 |
|
|
2023
Q2 | $908K | Sell |
2,667
-74
| -3% | -$25.2K | 1.2% | 12 |
|
|
2023
Q1 | $790K | Sell |
2,741
-42
| -2% | -$12.1K | 1.07% | 15 |
|
|
2022
Q4 | $667K | Buy |
2,783
+79
| +3% | +$18.9K | 0.93% | 18 |
|
|
2022
Q3 | $630K | Sell |
2,704
-99
| -4% | -$23.1K | 0.79% | 23 |
|
|
2022
Q2 | $720K | Sell |
2,803
-27
| -1% | -$6.94K | 0.8% | 23 |
|
|
2022
Q1 | $872K | Sell |
2,830
-28
| -1% | -$8.63K | 0.84% | 20 |
|
|
2021
Q4 | $961K | Buy |
2,858
+594
| +26% | +$200K | 0.86% | 22 |
|
|
2021
Q3 | $638K | Sell |
2,264
-881
| -28% | -$248K | 0.63% | 25 |
|
|
2021
Q2 | $852K | Buy |
3,145
+813
| +35% | +$220K | 0.83% | 24 |
|
|
2021
Q1 | $550K | Sell |
2,332
-26
| -1% | -$6.13K | 0.53% | 26 |
|
|
2020
Q4 | $524K | Sell |
2,358
-1,386
| -37% | -$308K | 0.59% | 22 |
|
|
2020
Q3 | $789K | Buy |
3,744
+2,087
| +126% | +$440K | 0.51% | 23 |
|
|
2020
Q2 | $337K | Buy |
1,657
+9
| +0.5% | +$1.83K | 0.48% | 26 |
|
|
2020
Q1 | $262K | Buy |
+1,648
| New | +$262K | 0.57% | 25 |
|