SGI
Swan Global Investments’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Buy |
1,688
+297
| +21% | +$148K | 0.02% | 30 |
|
|
2025
Q1 | $522K | Buy |
1,391
+505
| +57% | +$190K | 0.02% | 32 |
|
|
2024
Q4 | $373K | Buy |
886
+398
| +82% | +$168K | 0.01% | 39 |
|
|
2024
Q3 | $210K | Sell |
488
-13
| -3% | -$5.59K | 0.01% | 36 |
|
|
2024
Q2 | $223K | Buy |
+501
| New | +$223K | 0.01% | 34 |
|