SWM
Sterling Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
+5,098
| New | +$2.54M | 0.86% | 23 |
|
|
2024
Q4 | $2.44M | Sell |
5,779
-155
| -3% | -$65.3K | 0.9% | 24 |
|
|
2024
Q3 | $2.55M | Buy |
5,934
+2,175
| +58% | +$936K | 0.95% | 24 |
|
|
2024
Q2 | $1.68M | Buy |
3,759
+30
| +0.8% | +$13.4K | 0.8% | 23 |
|
|
2024
Q1 | $1.57M | Hold |
3,729
| – | – | 0.78% | 21 |
|
|
2023
Q4 | $1.4M | Buy |
+3,729
| New | +$1.4M | 0.79% | 21 |
|