Advisory Services & Investments’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.35M | Sell |
12,429
-36
| -0.3% | -$15.5K | 3.64% | 12 |
|
|
2024
Q2 | $5.57M | Sell |
12,465
-2,404
| -16% | -$1.07M | 3.87% | 11 |
|
|
2024
Q1 | $6.26M | Buy |
14,869
+422
| +3% | +$178K | 4.32% | 10 |
|
|
2023
Q4 | $5.43M | Buy |
14,447
+50
| +0.3% | +$18.8K | 4.01% | 11 |
|
|
2023
Q3 | $4.55M | Buy |
14,397
+106
| +0.7% | +$33.5K | 4% | 11 |
|
|
2023
Q2 | $4.87M | Sell |
14,291
-1,067
| -7% | -$363K | 4.02% | 9 |
|
|
2023
Q1 | $4.43M | Buy |
15,358
+14,291
| +1,339% | +$4.12M | 4.02% | 10 |
|
|
2022
Q4 | $256K | Sell |
1,067
-11,190
| -91% | -$2.68M | 0.25% | 29 |
|
|
2022
Q3 | $2.86M | Buy |
12,257
+3,264
| +36% | +$760K | 3.01% | 11 |
|
|
2022
Q2 | $2.31M | Buy |
8,993
+305
| +4% | +$78.3K | 2.21% | 15 |
|
|
2022
Q1 | $2.68M | Buy |
8,688
+160
| +2% | +$49.3K | 2.17% | 15 |
|
|
2021
Q4 | $2.87M | Sell |
8,528
-104
| -1% | -$35K | 1.83% | 15 |
|
|
2021
Q3 | $2.43M | Buy |
+8,632
| New | +$2.43M | 1.6% | 18 |
|