SPWG
Syntegra Private Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Buy |
14,732
+1,925
| +15% | +$958K | 0.75% | 19 |
|
|
2025
Q1 | $4.81M | Sell |
12,807
-169
| -1% | -$63.4K | 0.56% | 22 |
|
|
2024
Q4 | $5.47M | Buy |
12,976
+247
| +2% | +$104K | 0.62% | 21 |
|
|
2024
Q3 | $5.48M | Sell |
12,729
-132
| -1% | -$56.8K | 0.63% | 21 |
|
|
2024
Q2 | $5.75M | Buy |
12,861
+1,427
| +12% | +$638K | 0.73% | 18 |
|
|
2024
Q1 | $4.81M | Buy |
11,434
+1,362
| +14% | +$573K | 0.62% | 20 |
|
|
2023
Q4 | $3.79M | Buy |
10,072
+542
| +6% | +$204K | 0.53% | 23 |
|
|
2023
Q3 | $3.01M | Buy |
9,530
+43
| +0.5% | +$13.6K | 0.47% | 24 |
|
|
2023
Q2 | $3.23M | Buy |
9,487
+14
| +0.1% | +$4.77K | 0.49% | 24 |
|
|
2023
Q1 | $2.73M | Buy |
9,473
+303
| +3% | +$87.4K | 0.49% | 23 |
|
|
2022
Q4 | $2.2M | Buy |
+9,170
| New | +$2.2M | 0.44% | 24 |
|