SC
Summa Corp’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
21,758
-6,308
| -22% | -$3.14M | 5.62% | 3 |
|
|
2025
Q1 | $10.5M | Sell |
28,066
-6,240
| -18% | -$2.34M | 6.09% | 3 |
|
|
2024
Q4 | $14.5M | Sell |
34,306
-1,112
| -3% | -$469K | 7.09% | 3 |
|
|
2024
Q3 | $14.7M | Buy |
35,418
+1,984
| +6% | +$826K | 7.07% | 3 |
|
|
2024
Q2 | $14.9M | Buy |
33,434
+1,044
| +3% | +$467K | 7.24% | 3 |
|
|
2024
Q1 | $13.6M | Buy |
32,390
+610
| +2% | +$257K | 7.44% | 3 |
|
|
2023
Q4 | $12M | Buy |
+31,780
| New | +$12M | 8.36% | 3 |
|