SSWM
Strait & Sound Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Sell |
35,935
-896
| -2% | -$446K | 7.59% | 2 |
|
|
2025
Q1 | $13.8M | Buy |
36,831
+4,173
| +13% | +$1.57M | 6.43% | 2 |
|
|
2024
Q4 | $13.8M | Buy |
32,658
+264
| +0.8% | +$111K | 6.38% | 3 |
|
|
2024
Q3 | $13.9M | Buy |
32,394
+226
| +0.7% | +$97.2K | 6.77% | 3 |
|
|
2024
Q2 | $14.4M | Sell |
32,168
-911
| -3% | -$407K | 7.33% | 4 |
|
|
2024
Q1 | $14.2M | Buy |
33,079
+1,313
| +4% | +$562K | 7.91% | 3 |
|
|
2023
Q4 | $12.4M | Buy |
31,766
+244
| +0.8% | +$95K | 7.72% | 3 |
|
|
2023
Q3 | $9.95M | Buy |
31,522
+1,026
| +3% | +$324K | 8.54% | 2 |
|
|
2023
Q2 | $10.4M | Sell |
30,496
-1,790
| -6% | -$610K | 10.29% | 2 |
|
|
2023
Q1 | $9.31M | Sell |
32,286
-128
| -0.4% | -$36.9K | 9.25% | 2 |
|
|
2022
Q4 | $7.79M | Buy |
+32,414
| New | +$7.79M | 8.5% | 2 |
|