SM
Sweeney & Michel’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Sell |
15,700
-225
| -1% | -$113K | 2.81% | 10 |
|
|
2025
Q1 | $5.65M | Buy |
+15,925
| New | +$5.65M | 2.47% | 10 |
|
|
2024
Q3 | $6.69M | Buy |
15,990
+29
| +0.2% | +$12.1K | 2.64% | 9 |
|
|
2024
Q2 | $7.33M | Sell |
15,961
-39
| -0.2% | -$17.9K | 3.13% | 9 |
|
|
2024
Q1 | $6.67M | Buy |
+16,000
| New | +$6.67M | 2.95% | 9 |
|
|
2023
Q3 | $5.88M | Buy |
16,185
+160
| +1% | +$58.1K | 3.08% | 9 |
|
|
2023
Q2 | $5.22M | Buy |
16,025
+127
| +0.8% | +$41.4K | 2.69% | 10 |
|
|
2023
Q1 | $5.3M | Buy |
+15,898
| New | +$5.3M | 2.83% | 9 |
|