SA
swisspartners Advisors’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $318K | Sell |
640
-5,666
| -90% | -$2.82M | 0.3% | 22 |
|
2025
Q1 | $2.09M | Buy |
6,306
+5,666
| +885% | +$1.88M | 2.21% | 14 |
|
2024
Q4 | $245K | Hold |
640
| – | – | 0.26% | 23 |
|
2024
Q3 | $233K | Hold |
640
| – | – | 0.21% | 27 |
|
2024
Q2 | $258K | Hold |
640
| – | – | 0.26% | 27 |
|
2024
Q1 | $243K | Hold |
640
| – | – | 0.2% | 27 |
|
2023
Q4 | $203K | Hold |
640
| – | – | 0.18% | 28 |
|
2023
Q3 | $185K | Hold |
640
| – | – | 0.16% | 28 |
|
2023
Q2 | $218K | Buy |
+640
| New | +$218K | 0.18% | 27 |
|
2022
Q1 | – | Sell |
-640
| Closed | -$218K | – | 31 |
|
2021
Q4 | $218K | Buy |
+640
| New | +$218K | 0.16% | 30 |
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$271K | – | 33 |
|
2021
Q2 | $271K | Buy |
+1,000
| New | +$271K | 0.21% | 30 |
|
2020
Q1 | – | Sell |
-1,775
| Closed | -$280K | – | 24 |
|
2019
Q4 | $280K | Buy |
+1,775
| New | +$280K | 0.27% | 19 |
|