SMAM
Sugar Maple Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
1,133
-230
| -17% | -$114K | 0.44% | 40 |
|
|
2025
Q1 | $512K | Sell |
1,363
-1,403
| -51% | -$527K | 0.4% | 37 |
|
|
2024
Q4 | $1.17M | Sell |
2,766
-161
| -6% | -$67.9K | 0.89% | 24 |
|
|
2024
Q3 | $1.26M | Sell |
2,927
-404
| -12% | -$174K | 1.09% | 17 |
|
|
2024
Q2 | $1.49M | Buy |
3,331
+79
| +2% | +$35.3K | 1.44% | 17 |
|
|
2024
Q1 | $1.37M | Buy |
+3,252
| New | +$1.37M | 1.32% | 19 |
|