Acute Investment Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,437
| Closed | -$540K | – | 11 |
|
2023
Q4 | $540K | Buy |
1,437
+295
| +26% | +$111K | 0.32% | 10 |
|
2023
Q3 | $361K | Buy |
1,142
+129
| +13% | +$40.7K | 0.22% | 10 |
|
2023
Q2 | $345K | Hold |
1,013
| – | – | 0.21% | 13 |
|
2023
Q1 | $292K | Sell |
1,013
-14
| -1% | -$4.04K | 0.19% | 12 |
|
2022
Q4 | $246K | Sell |
1,027
-2,973
| -74% | -$713K | 0.17% | 19 |
|
2022
Q3 | $932K | Hold |
4,000
| – | – | 0.67% | 21 |
|
2022
Q2 | $1.03M | Buy |
+4,000
| New | +$1.03M | 0.8% | 21 |
|