SWC
Spectrum Wealth Counsel’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $19.5M | Buy |
51,894
+1,101
| +2% | +$413K | 2.34% | 8 |
|
|
2024
Q4 | $21.4M | Sell |
50,793
-323
| -0.6% | -$136K | 2.52% | 6 |
|
|
2024
Q3 | $22M | Sell |
51,116
-2,130
| -4% | -$917K | 2.6% | 7 |
|
|
2024
Q2 | $23.8M | Sell |
53,246
-1,992
| -4% | -$890K | 3.01% | 4 |
|
|
2024
Q1 | $23.2M | Buy |
55,238
+1,768
| +3% | +$744K | 2.84% | 4 |
|
|
2023
Q4 | $20.1M | Buy |
+53,470
| New | +$20.1M | 2.79% | 5 |
|