SWA
Sutton Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.5M | Buy |
14,251
+504
| +4% | +$159K | 2.21% | 12 |
|
|
2023
Q2 | $4.68M | Buy |
13,747
+771
| +6% | +$263K | 2.27% | 11 |
|
|
2023
Q1 | $3.74M | Sell |
12,976
-11,982
| -48% | -$3.45M | 2% | 14 |
|
|
2022
Q4 | $5.99M | Sell |
24,958
-388
| -2% | -$93.1K | 2.28% | 9 |
|
|
2022
Q3 | $5.9M | Buy |
25,346
+606
| +2% | +$141K | 2.4% | 7 |
|
|
2022
Q2 | $6.35M | Buy |
24,740
+236
| +1% | +$60.6K | 2.52% | 6 |
|
|
2022
Q1 | $7.55M | Sell |
24,504
-319
| -1% | -$98.4K | 2.6% | 5 |
|
|
2021
Q4 | $8.35M | Buy |
24,823
+668
| +3% | +$225K | 2.78% | 4 |
|
|
2021
Q3 | $6.81M | Buy |
24,155
+12
| +0% | +$3.38K | 2.51% | 6 |
|
|
2021
Q2 | $6.54M | Buy |
24,143
+79
| +0.3% | +$21.4K | 2.39% | 7 |
|
|
2021
Q1 | $5.67M | Buy |
24,064
+79
| +0.3% | +$18.6K | 2.23% | 9 |
|
|
2020
Q4 | $5.33M | Buy |
23,985
+423
| +2% | +$94.1K | 2.26% | 7 |
|
|
2020
Q3 | $4.96M | Buy |
23,562
+509
| +2% | +$107K | 2.4% | 7 |
|
|
2020
Q2 | $4.69M | Buy |
23,053
+965
| +4% | +$196K | 2.45% | 8 |
|
|
2020
Q1 | $3.48M | Buy |
22,088
+415
| +2% | +$65.5K | 2.19% | 9 |
|
|
2019
Q4 | $3.42M | Buy |
21,673
+206
| +1% | +$32.5K | 1.75% | 13 |
|
|
2019
Q3 | $2.98M | Buy |
21,467
+546
| +3% | +$75.9K | 1.67% | 13 |
|
|
2019
Q2 | $2.8M | Buy |
20,921
+169
| +0.8% | +$22.6K | 1.61% | 13 |
|
|
2019
Q1 | $2.45M | Sell |
20,752
-46
| -0.2% | -$5.43K | 1.43% | 14 |
|
|
2018
Q4 | $2.11M | Buy |
20,798
+396
| +2% | +$40.2K | 1.36% | 14 |
|
|
2018
Q3 | $2.33M | Hold |
20,402
| – | – | 1.53% | 10 |
|
|
2018
Q2 | $2.01M | Buy |
20,402
+583
| +3% | +$57.5K | 1.4% | 11 |
|
|
2018
Q1 | $1.81M | Hold |
19,819
| – | – | 1.3% | 11 |
|
|
2017
Q4 | $1.7M | Hold |
19,819
| – | – | 1.24% | 13 |
|
|
2017
Q3 | $1.48M | Sell |
19,819
-85
| -0.4% | -$6.33K | 1.13% | 14 |
|
|
2017
Q2 | $1.37M | Buy |
19,904
+137
| +0.7% | +$9.44K | 1.09% | 14 |
|
|
2017
Q1 | $1.3M | Sell |
19,767
-14
| -0.1% | -$922 | 1.09% | 14 |
|
|
2016
Q4 | $1.23M | Hold |
19,781
| – | – | 1.1% | 15 |
|
|
2016
Q3 | $1.14M | Buy |
19,781
+92
| +0.5% | +$5.3K | 1.04% | 16 |
|
|
2016
Q2 | $1.01M | Sell |
19,689
-146
| -0.7% | -$7.47K | 0.95% | 16 |
|
|
2016
Q1 | $1.1M | Buy |
+19,835
| New | +$1.1M | 1.04% | 15 |
|