SWM
Spire Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.5M | Sell |
132,409
-50,668
| -28% | -$25M | 2.35% | 7 |
|
|
2025
Q1 | $68.7M | Buy |
183,077
+9,726
| +6% | +$3.65M | 2.2% | 5 |
|
|
2024
Q4 | $73.1M | Sell |
173,351
-1,556
| -0.9% | -$656K | 2.27% | 7 |
|
|
2024
Q3 | $75.3M | Sell |
174,907
-12,159
| -6% | -$5.23M | 2.54% | 5 |
|
|
2024
Q2 | $83.6M | Sell |
187,066
-7,492
| -4% | -$3.35M | 2.95% | 4 |
|
|
2024
Q1 | $110M | Sell |
194,558
-6,126
| -3% | -$3.45M | 1.99% | 14 |
|
|
2023
Q4 | $80M | Buy |
200,684
+20,556
| +11% | +$8.19M | 2.64% | 5 |
|
|
2023
Q3 | $56.9M | Buy |
180,128
+4,499
| +3% | +$1.42M | 2.17% | 5 |
|
|
2023
Q2 | $59.8M | Buy |
175,629
+26,851
| +18% | +$9.14M | 2.21% | 4 |
|
|
2023
Q1 | $42.9M | Buy |
148,778
+11,177
| +8% | +$3.22M | 1.67% | 7 |
|
|
2022
Q4 | $33M | Buy |
137,601
+4,063
| +3% | +$974K | 1.86% | 6 |
|
|
2022
Q3 | $31.1M | Sell |
133,538
-77,784
| -37% | -$18.1M | 1.89% | 7 |
|
|
2022
Q2 | $54.3M | Sell |
211,322
-62,916
| -23% | -$16.2M | 2.24% | 3 |
|
|
2022
Q1 | $84.6M | Sell |
274,238
-38,218
| -12% | -$11.8M | 2.27% | 4 |
|
|
2021
Q4 | $105M | Buy |
312,456
+40,372
| +15% | +$13.6M | 2.33% | 4 |
|
|
2021
Q3 | $76.7M | Buy |
272,084
+9,379
| +4% | +$2.64M | 2.03% | 4 |
|
|
2021
Q2 | $71.3M | Sell |
262,705
-49,410
| -16% | -$13.4M | 1.93% | 4 |
|
|
2021
Q1 | $72.5M | Buy |
+312,115
| New | +$72.5M | 1.93% | 4 |
|