SGWM
Sterling Group Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
5,465
-90
| -2% | -$44.8K | 1.5% | 12 |
|
|
2025
Q1 | $2.09M | Buy |
5,555
+15
| +0.3% | +$5.63K | 1.12% | 14 |
|
|
2024
Q4 | $2.33M | Buy |
5,540
+25
| +0.5% | +$10.5K | 1.21% | 13 |
|
|
2024
Q3 | $2.37M | Buy |
5,515
+23
| +0.4% | +$9.9K | 1.26% | 13 |
|
|
2024
Q2 | $2.45M | Buy |
+5,492
| New | +$2.45M | 1.41% | 13 |
|
|
2024
Q1 | – | Sell |
-5,548
| Closed | -$2.09M | – | 29 |
|
|
2023
Q4 | $2.09M | Sell |
5,548
-109
| -2% | -$41K | 1.62% | 11 |
|
|
2023
Q3 | $1.79M | Buy |
5,657
+100
| +2% | +$31.6K | 1.69% | 9 |
|
|
2023
Q2 | $1.89M | Buy |
5,557
+238
| +4% | +$81.1K | 1.64% | 9 |
|
|
2023
Q1 | $1.53M | Buy |
5,319
+789
| +17% | +$227K | 1.45% | 10 |
|
|
2022
Q4 | $1.09M | Buy |
+4,530
| New | +$1.09M | 1.07% | 13 |
|