Swan Capital’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
1,075
+61
| +6% | +$30.3K | 0.23% | 26 |
|
|
2025
Q1 | $380K | Buy |
1,014
+38
| +4% | +$14.3K | 0.18% | 27 |
|
|
2024
Q4 | $412K | Hold |
976
| – | – | 0.2% | 28 |
|
|
2024
Q3 | $420K | Sell |
976
-74
| -7% | -$31.8K | 0.21% | 27 |
|
|
2024
Q2 | $469K | Hold |
1,050
| – | – | 0.26% | 26 |
|
|
2024
Q1 | $442K | Sell |
1,050
-62
| -6% | -$26.1K | 0.25% | 26 |
|
|
2023
Q4 | $418K | Sell |
1,112
-71
| -6% | -$26.7K | 0.26% | 24 |
|
|
2023
Q3 | $374K | Buy |
+1,183
| New | +$374K | 0.3% | 24 |
|