SWP Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Hold |
773
| – | – | 0.21% | 50 |
|
|
2025
Q1 | $290K | Sell |
773
-52
| -6% | -$19.5K | 0.18% | 52 |
|
|
2024
Q4 | $348K | Hold |
825
| – | – | 0.21% | 48 |
|
|
2024
Q3 | $355K | Buy |
825
+43
| +5% | +$18.5K | 0.22% | 34 |
|
|
2024
Q2 | $350K | Sell |
782
-18
| -2% | -$8.05K | 0.23% | 34 |
|
|
2024
Q1 | $337K | Buy |
800
+16
| +2% | +$6.73K | 0.24% | 33 |
|
|
2023
Q4 | $295K | Buy |
+784
| New | +$295K | 0.23% | 32 |
|