ARIS
Advanced Research Investment Solutions’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-894
| Closed | -$336K | – | 18 |
|
|
2023
Q4 | $336K | Buy |
894
+199
| +29% | +$74.8K | 0.21% | 23 |
|
|
2023
Q3 | $219K | Sell |
695
-1,494
| -68% | -$472K | 0.14% | 25 |
|
|
2023
Q2 | $745K | Buy |
+2,189
| New | +$745K | 0.43% | 18 |
|
|
2022
Q4 | – | Sell |
-1,680
| Closed | -$391K | – | 106 |
|
|
2022
Q3 | $391K | Buy |
1,680
+1,521
| +957% | +$354K | 0.24% | 19 |
|
|
2022
Q2 | $41K | Sell |
159
-276
| -63% | -$71.2K | 0.02% | 49 |
|
|
2022
Q1 | $134K | Sell |
435
-229
| -34% | -$70.5K | 0.06% | 46 |
|
|
2021
Q4 | $223K | Buy |
664
+25
| +4% | +$8.4K | 0.08% | 45 |
|
|
2021
Q3 | $180K | Buy |
639
+576
| +914% | +$162K | 0.09% | 31 |
|
|
2021
Q2 | $17K | Hold |
63
| – | – | 0.02% | 44 |
|
|
2021
Q1 | $15K | Hold |
63
| – | – | 0.02% | 38 |
|
|
2020
Q4 | $14K | Buy |
+63
| New | +$14K | 0.02% | 35 |
|