Adams Chetwood Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.64M | Sell |
8,568
-35
| -0.4% | -$10.8K | 1.5% | 15 |
|
|
2021
Q4 | $2.89M | Buy |
8,603
+456
| +6% | +$153K | 1.97% | 14 |
|
|
2021
Q3 | $2.3M | Sell |
8,147
-6
| -0.1% | -$1.69K | 1.66% | 15 |
|
|
2021
Q2 | $2.21M | Buy |
8,153
+126
| +2% | +$34.1K | 1.56% | 17 |
|
|
2021
Q1 | $1.89M | Sell |
8,027
-725
| -8% | -$171K | 1.44% | 16 |
|
|
2020
Q4 | $1.95M | Buy |
8,752
+500
| +6% | +$111K | 1.61% | 13 |
|
|
2020
Q3 | $1.74M | Buy |
8,252
+1
| +0% | +$210 | 1.67% | 13 |
|
|
2020
Q2 | $1.68M | Buy |
8,251
+1
| +0% | +$203 | 1.71% | 13 |
|
|
2020
Q1 | $1.52M | Sell |
8,250
-370
| -4% | -$68.3K | 1.78% | 10 |
|
|
2019
Q4 | $1.36M | Buy |
+8,620
| New | +$1.36M | 1.39% | 11 |
|