SWS
SYSTM Wealth Solutions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $149K | Sell |
347
-47,279
| -99% | -$20.3M | 4.53% | 5 |
|
|
2024
Q2 | $21.3M | Sell |
47,626
-16,332
| -26% | -$7.3M | 4.75% | 1 |
|
|
2024
Q1 | $26.9M | Buy |
63,958
+198
| +0.3% | +$83.3K | 3.4% | 1 |
|
|
2023
Q4 | $24M | Sell |
63,760
-1,067
| -2% | -$401K | 3.32% | 1 |
|
|
2023
Q3 | $20.5M | Sell |
64,827
-2,502
| -4% | -$790K | 3.15% | 1 |
|
|
2023
Q2 | $22.9M | Buy |
67,329
+6,727
| +11% | +$2.29M | 3.1% | 1 |
|
|
2023
Q1 | $17.5M | Sell |
60,602
-7,553
| -11% | -$2.18M | 2.69% | 1 |
|
|
2022
Q4 | $16.3M | Buy |
+68,155
| New | +$16.3M | 2.03% | 2 |
|