SWP
Summit Wealth Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Sell |
6,766
-25
| -0.4% | -$12.4K | 0.64% | 39 |
|
|
2025
Q1 | $2.55M | Buy |
6,791
+17
| +0.3% | +$6.38K | 0.52% | 47 |
|
|
2024
Q4 | $2.86M | Buy |
6,774
+804
| +13% | +$339K | 0.59% | 38 |
|
|
2024
Q3 | $2.57M | Sell |
5,970
-484
| -7% | -$208K | 0.49% | 43 |
|
|
2024
Q2 | $2.88M | Buy |
6,454
+829
| +15% | +$371K | 0.6% | 38 |
|
|
2024
Q1 | $2.37M | Sell |
5,625
-195
| -3% | -$82K | 0.5% | 39 |
|
|
2023
Q4 | $2.19M | Sell |
5,820
-31
| -0.5% | -$11.7K | 0.51% | 40 |
|
|
2023
Q3 | $1.85M | Sell |
5,851
-490
| -8% | -$155K | 0.47% | 41 |
|
|
2023
Q2 | $2.16M | Hold |
6,341
| – | – | 0.54% | 39 |
|
|
2023
Q1 | $1.83M | Hold |
6,341
| – | – | 0.47% | 40 |
|
|
2022
Q4 | $1.52M | Sell |
6,341
-226
| -3% | -$54.2K | 0.4% | 48 |
|
|
2022
Q3 | $1.53M | Buy |
6,567
+90
| +1% | +$21K | 0.43% | 41 |
|
|
2022
Q2 | $1.66M | Buy |
6,477
+384
| +6% | +$98.6K | 0.45% | 38 |
|
|
2022
Q1 | $1.88M | Sell |
6,093
-199
| -3% | -$61.4K | 0.43% | 36 |
|
|
2021
Q4 | $2.12M | Buy |
6,292
+22
| +0.4% | +$7.4K | 0.45% | 34 |
|
|
2021
Q3 | $1.77M | Buy |
6,270
+327
| +6% | +$92.2K | 0.42% | 37 |
|
|
2021
Q2 | $1.61M | Buy |
5,943
+23
| +0.4% | +$6.23K | 0.38% | 40 |
|
|
2021
Q1 | $1.4M | Sell |
5,920
-442
| -7% | -$104K | 0.36% | 43 |
|
|
2020
Q4 | $1.42M | Buy |
6,362
+15
| +0.2% | +$3.34K | 0.38% | 41 |
|
|
2020
Q3 | $1.34M | Sell |
6,347
-49
| -0.8% | -$10.3K | 0.4% | 43 |
|
|
2020
Q2 | $1.3M | Buy |
6,396
+1,342
| +27% | +$273K | 0.42% | 46 |
|
|
2020
Q1 | $797K | Buy |
5,054
+367
| +8% | +$57.9K | 0.32% | 48 |
|
|
2019
Q4 | $739K | Buy |
+4,687
| New | +$739K | 0.26% | 57 |
|