SWM
StoneCrest Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Sell |
13,146
-237
| -2% | -$118K | 3.12% | 8 |
|
|
2025
Q1 | $5.02M | Sell |
13,383
-31
| -0.2% | -$11.6K | 3.19% | 9 |
|
|
2024
Q4 | $5.65M | Buy |
13,414
+182
| +1% | +$76.7K | 3.69% | 8 |
|
|
2024
Q3 | $5.69M | Buy |
13,232
+213
| +2% | +$91.7K | 4.14% | 5 |
|
|
2024
Q2 | $5.82M | Buy |
13,019
+1,710
| +15% | +$764K | 4.44% | 5 |
|
|
2024
Q1 | $4.76M | Sell |
11,309
-205
| -2% | -$86.2K | 4.11% | 8 |
|
|
2023
Q4 | $4.33M | Buy |
+11,514
| New | +$4.33M | 4.15% | 8 |
|