SWP Financial’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$400K Hold
2025
Q2
$385K Hold
2025
Q1
$290K Sell
2024
Q4
$348K Hold
2024
Q3
$355K Buy
2024
Q2
$350K Sell
2024
Q1
$337K Buy
2023
Q4
$295K Buy