SWM
Sugarloaf Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.76M | Buy |
16,046
+175
| +1% | +$73.8K | 1.28% | 15 |
|
|
2024
Q3 | $6.83M | Buy |
15,871
+212
| +1% | +$91.2K | 1.29% | 15 |
|
|
2024
Q2 | $7M | Buy |
15,659
+94
| +0.6% | +$42K | 1.42% | 14 |
|
|
2024
Q1 | $6.55M | Buy |
15,565
+163
| +1% | +$68.6K | 1.36% | 14 |
|
|
2023
Q4 | $5.79M | Buy |
15,402
+276
| +2% | +$104K | 1.4% | 14 |
|
|
2023
Q3 | $4.78M | Sell |
15,126
-991
| -6% | -$313K | 1.21% | 14 |
|
|
2023
Q2 | $5.49M | Sell |
16,117
-458
| -3% | -$156K | 1.28% | 12 |
|
|
2023
Q1 | $4.78M | Buy |
16,575
+1,064
| +7% | +$307K | 1.17% | 12 |
|
|
2022
Q4 | $3.72M | Buy |
15,511
+8,047
| +108% | +$1.93M | 0.93% | 14 |
|
|
2022
Q3 | $1.74M | Buy |
7,464
+2
| +0% | +$466 | 0.45% | 36 |
|
|
2022
Q2 | $1.92M | Buy |
7,462
+143
| +2% | +$36.7K | 0.48% | 37 |
|
|
2022
Q1 | $2.26M | Sell |
7,319
-176
| -2% | -$54.3K | 0.53% | 31 |
|
|
2021
Q4 | $2.52M | Sell |
7,495
-1,214
| -14% | -$408K | 0.6% | 26 |
|
|
2021
Q3 | $2.46M | Buy |
8,709
+77
| +0.9% | +$21.7K | 0.65% | 21 |
|
|
2021
Q2 | $2.34M | Sell |
8,632
-980
| -10% | -$265K | 0.64% | 21 |
|
|
2021
Q1 | $2.27K | Buy |
9,612
+3,936
| +69% | +$928 | 0.68% | 21 |
|
|
2020
Q4 | $1.26M | Buy |
5,676
+205
| +4% | +$45.6K | 0.42% | 36 |
|
|
2020
Q3 | $1.15M | Sell |
5,471
-1,405
| -20% | -$296K | 0.42% | 37 |
|
|
2020
Q2 | $1.4M | Buy |
6,876
+26
| +0.4% | +$5.29K | 0.54% | 28 |
|
|
2020
Q1 | $1.08M | Buy |
6,850
+89
| +1% | +$14K | 0.48% | 29 |
|
|
2019
Q4 | $1.07M | Buy |
+6,761
| New | +$1.07M | 0.45% | 41 |
|