SWM
Stapp Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
676
| – | – | 0.48% | 23 |
|
|
2025
Q1 | $254K | Hold |
676
| – | – | 0.39% | 21 |
|
|
2024
Q4 | $285K | Sell |
676
-5
| -0.7% | -$2.11K | 0.44% | 20 |
|
|
2024
Q3 | $293K | Buy |
681
+5
| +0.7% | +$2.15K | 0.47% | 19 |
|
|
2024
Q2 | $302K | Hold |
676
| – | – | 0.52% | 17 |
|
|
2024
Q1 | $284K | Hold |
676
| – | – | 0.5% | 17 |
|
|
2023
Q4 | $254K | Hold |
676
| – | – | 0.43% | 21 |
|
|
2023
Q3 | $213K | Hold |
676
| – | – | 0.41% | 21 |
|
|
2023
Q2 | $230K | Buy |
+676
| New | +$230K | 0.46% | 22 |
|
|
2023
Q1 | – | Sell |
-1,276
| Closed | -$306K | – | 24 |
|
|
2022
Q4 | $306K | Hold |
1,276
| – | – | 0.73% | 16 |
|
|
2022
Q3 | $297K | Buy |
+1,276
| New | +$297K | 0.87% | 15 |
|