Strategic Wealth Investment Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
5,384
+80
| +2% | +$39.8K | 3.88% | 2 |
|
|
2025
Q1 | $1.99M | Sell |
5,304
-65,593
| -93% | -$24.6M | 3.46% | 5 |
|
|
2024
Q4 | $29.9M | Buy |
70,897
+2,877
| +4% | +$1.21M | 3.3% | 8 |
|
|
2024
Q3 | $28.6M | Buy |
68,020
+26,661
| +64% | +$11.2M | 3.07% | 8 |
|
|
2024
Q2 | $18.9M | Buy |
+41,359
| New | +$18.9M | 2.39% | 10 |
|
|
2023
Q4 | $13.9M | Buy |
37,006
+4,336
| +13% | +$1.63M | 2.09% | 15 |
|
|
2023
Q3 | $10.3M | Buy |
32,670
+3,253
| +11% | +$1.03M | 1.87% | 16 |
|
|
2023
Q2 | $10M | Buy |
29,417
+2,553
| +10% | +$869K | 1.59% | 19 |
|
|
2023
Q1 | $7.75M | Buy |
26,864
+4,006
| +18% | +$1.15M | 1.44% | 21 |
|
|
2022
Q4 | $5.39M | Buy |
22,858
+2,819
| +14% | +$665K | 1.25% | 24 |
|
|
2022
Q3 | $4.67M | Buy |
20,039
+585
| +3% | +$136K | 1.34% | 17 |
|
|
2022
Q2 | $5M | Sell |
19,454
-494
| -2% | -$127K | 1.25% | 17 |
|
|
2022
Q1 | $6.15M | Buy |
19,948
+2,199
| +12% | +$678K | 1.47% | 14 |
|
|
2021
Q4 | $5.97M | Buy |
17,749
+1,811
| +11% | +$609K | 1.55% | 13 |
|
|
2021
Q3 | $4.51M | Buy |
15,938
+2,324
| +17% | +$658K | 1.35% | 19 |
|
|
2021
Q2 | $3.69M | Buy |
13,614
+3,565
| +35% | +$966K | 1.31% | 19 |
|
|
2021
Q1 | $2.37M | Buy |
10,049
+1,555
| +18% | +$367K | 1.14% | 24 |
|
|
2020
Q4 | $1.89M | Buy |
8,494
+637
| +8% | +$142K | 1.11% | 24 |
|
|
2020
Q3 | $1.65M | Buy |
7,857
+898
| +13% | +$189K | 1.24% | 20 |
|
|
2020
Q2 | $1.42M | Sell |
6,959
-24
| -0.3% | -$4.88K | 1.39% | 19 |
|
|
2020
Q1 | $1.1M | Sell |
6,983
-590
| -8% | -$93K | 1.79% | 17 |
|
|
2019
Q4 | $1.19M | Buy |
+7,573
| New | +$1.19M | 1.24% | 22 |
|