SFWA
Summit Financial Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.29M | Buy |
8,773
+11
| +0.1% | +$4.13K | 0.65% | 33 |
|
|
2024
Q4 | $3.6M | Sell |
8,762
-53
| -0.6% | -$21.8K | 0.7% | 32 |
|
|
2024
Q3 | $3.79M | Buy |
8,815
+6
| +0.1% | +$2.58K | 0.71% | 34 |
|
|
2024
Q2 | $3.94M | Sell |
8,809
-538
| -6% | -$240K | 0.8% | 28 |
|
|
2024
Q1 | $3.93M | Sell |
9,347
-65
| -0.7% | -$27.3K | 0.8% | 30 |
|
|
2023
Q4 | $3.54M | Buy |
9,412
+96
| +1% | +$36.1K | 0.8% | 29 |
|
|
2023
Q3 | $3.36M | Buy |
9,316
+1,332
| +17% | +$480K | 0.82% | 30 |
|
|
2023
Q2 | $2.72M | Sell |
7,984
-103
| -1% | -$35.1K | 0.63% | 35 |
|
|
2023
Q1 | $2.33M | Sell |
8,087
-34
| -0.4% | -$9.8K | 0.55% | 35 |
|
|
2022
Q4 | $1.95M | Sell |
8,121
-875
| -10% | -$210K | 0.47% | 40 |
|
|
2022
Q3 | $2.04M | Buy |
8,996
+30
| +0.3% | +$6.8K | 0.59% | 32 |
|
|
2022
Q2 | $2.32M | Buy |
8,966
+247
| +3% | +$63.9K | 0.55% | 35 |
|
|
2022
Q1 | $2.69M | Sell |
8,719
-1,056
| -11% | -$326K | 0.54% | 35 |
|
|
2021
Q4 | $3.22M | Sell |
9,775
-956
| -9% | -$315K | 0.62% | 34 |
|
|
2021
Q3 | $3.03M | Buy |
10,731
+710
| +7% | +$200K | 0.69% | 33 |
|
|
2021
Q2 | $2.72M | Sell |
10,021
-1,208
| -11% | -$327K | 0.61% | 35 |
|
|
2021
Q1 | $2.5M | Sell |
11,229
-397
| -3% | -$88.3K | 0.64% | 32 |
|
|
2020
Q4 | $2.45M | Sell |
11,626
-822
| -7% | -$173K | 0.67% | 30 |
|
|
2020
Q3 | $2.52M | Sell |
12,448
-234
| -2% | -$47.4K | 0.67% | 29 |
|
|
2020
Q2 | $2.7M | Buy |
12,682
+257
| +2% | +$54.7K | 0.72% | 29 |
|
|
2020
Q1 | $2.05M | Sell |
12,425
-2,115
| -15% | -$349K | 0.65% | 29 |
|
|
2019
Q4 | $2.36M | Sell |
14,540
-776
| -5% | -$126K | 0.57% | 40 |
|
|
2019
Q3 | $2.14M | Sell |
15,316
-210
| -1% | -$29.3K | 0.52% | 43 |
|
|
2019
Q2 | $2.08M | Buy |
15,526
+200
| +1% | +$26.8K | 0.51% | 48 |
|
|
2019
Q1 | $1.84M | Sell |
15,326
-468
| -3% | -$56.2K | 0.49% | 52 |
|
|
2018
Q4 | $1.6M | Sell |
15,794
-100
| -0.6% | -$10.2K | 0.52% | 51 |
|
|
2018
Q3 | $1.71M | Sell |
15,894
-967
| -6% | -$104K | 0.51% | 53 |
|
|
2018
Q2 | $1.54M | Hold |
16,861
| – | – | 0.51% | 52 |
|
|
2018
Q1 | $1.54M | Sell |
16,861
-615
| -4% | -$56.1K | 0.51% | 52 |
|
|
2017
Q4 | $1.5M | Sell |
17,476
-4,042
| -19% | -$346K | 0.51% | 53 |
|
|
2017
Q3 | $1.6M | Sell |
21,518
-2,544
| -11% | -$190K | 0.58% | 48 |
|
|
2017
Q2 | $1.66M | Sell |
24,062
-1,669
| -6% | -$115K | 0.66% | 47 |
|
|
2017
Q1 | $1.7M | Sell |
25,731
-365
| -1% | -$24K | 0.74% | 41 |
|
|
2016
Q4 | $1.62M | Buy |
26,096
+43
| +0.2% | +$2.67K | 0.71% | 42 |
|
|
2016
Q3 | $1.5M | Sell |
26,053
-3,012
| -10% | -$174K | 0.65% | 44 |
|
|
2016
Q2 | $1.49M | Sell |
29,065
-2,828
| -9% | -$145K | 0.62% | 43 |
|
|
2016
Q1 | $1.76M | Buy |
31,893
+2,399
| +8% | +$132K | 0.77% | 37 |
|
|
2015
Q4 | $1.64M | Buy |
29,494
+20,494
| +228% | +$1.14M | 0.75% | 39 |
|
|
2015
Q3 | $398K | Sell |
9,000
-525
| -6% | -$23.2K | 0.26% | 60 |
|
|
2015
Q2 | $420K | Buy |
9,525
+625
| +7% | +$27.6K | 0.26% | 61 |
|
|
2015
Q1 | $424K | Sell |
8,900
-25
| -0.3% | -$1.19K | 0.29% | 52 |
|
|
2014
Q4 | $415K | Buy |
+8,925
| New | +$415K | 0.29% | 49 |
|