Strategic Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53M | Buy |
+106,603
| New | +$53M | 4.17% | 2 |
|
|
2024
Q4 | $40.6M | Buy |
98,947
+24,693
| +33% | +$10.1M | 3.36% | 2 |
|
|
2024
Q3 | $32M | Buy |
74,254
+2,490
| +3% | +$1.07M | 3.07% | 4 |
|
|
2024
Q2 | $32.1M | Buy |
71,764
+3,491
| +5% | +$1.56M | 3.35% | 4 |
|
|
2024
Q1 | $28.7M | Buy |
68,273
+4,240
| +7% | +$1.78M | 3.15% | 4 |
|
|
2023
Q4 | $24.1M | Buy |
64,033
+8,332
| +15% | +$3.13M | 2.97% | 5 |
|
|
2023
Q3 | $17.6M | Buy |
55,701
+2,171
| +4% | +$685K | 2.32% | 7 |
|
|
2023
Q2 | $18.2M | Sell |
53,530
-172
| -0.3% | -$58.6K | 2.36% | 7 |
|
|
2023
Q1 | $15.5M | Buy |
53,702
+2,851
| +6% | +$822K | 2.37% | 7 |
|
|
2022
Q4 | $12.2M | Buy |
50,851
+3,455
| +7% | +$829K | 2.27% | 6 |
|
|
2022
Q3 | $11M | Buy |
47,396
+3,380
| +8% | +$787K | 2.34% | 5 |
|
|
2022
Q2 | $11.3M | Buy |
44,016
+10,892
| +33% | +$2.8M | 2.44% | 5 |
|
|
2022
Q1 | $10.2M | Buy |
33,124
+3,787
| +13% | +$1.17M | 1.99% | 9 |
|
|
2021
Q4 | $9.87M | Buy |
29,337
+840
| +3% | +$283K | 1.87% | 7 |
|
|
2021
Q3 | $8.03M | Buy |
28,497
+2,599
| +10% | +$733K | 2.36% | 8 |
|
|
2021
Q2 | $7.02M | Buy |
25,898
+10,613
| +69% | +$2.88M | 2.29% | 9 |
|
|
2021
Q1 | $3.6M | Sell |
15,285
-1,306
| -8% | -$308K | 1.44% | 12 |
|
|
2020
Q4 | $3.69M | Buy |
16,591
+830
| +5% | +$185K | 1.55% | 13 |
|
|
2020
Q3 | $3.32M | Sell |
15,761
-1,892
| -11% | -$398K | 1.68% | 11 |
|
|
2020
Q2 | $3.59M | Buy |
17,653
+2,395
| +16% | +$487K | 1.86% | 11 |
|
|
2020
Q1 | $2.41M | Hold |
15,258
| – | – | 1.25% | 14 |
|
|
2019
Q4 | $2.41M | Sell |
15,258
-1,364
| -8% | -$215K | 1.25% | 14 |
|
|
2019
Q3 | $268K | Buy |
16,622
+2,932
| +21% | +$47.3K | 1.38% | 11 |
|
|
2019
Q2 | $1.83M | Sell |
13,690
-13
| -0.1% | -$1.74K | 0.88% | 23 |
|
|
2019
Q1 | $1.63M | Buy |
13,703
+3,012
| +28% | +$359K | 0.75% | 34 |
|
|
2018
Q4 | $1.1M | Buy |
10,691
+7,456
| +230% | +$769K | 0.56% | 49 |
|
|
2018
Q3 | $370K | Buy |
3,235
+255
| +9% | +$29.2K | 0.2% | 104 |
|
|
2018
Q2 | $294K | Buy |
2,980
+1,325
| +80% | +$131K | 0.17% | 115 |
|
|
2018
Q1 | $151K | Buy |
1,655
+1,024
| +162% | +$93.4K | 0.08% | 166 |
|
|
2017
Q4 | $54K | Buy |
+631
| New | +$54K | 0.03% | 214 |
|