Affinia Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $640K | Buy |
1,954
+58
| +3% | +$19K | 0.44% | 15 |
|
|
2023
Q1 | $534K | Buy |
1,896
+1
| +0.1% | +$282 | 0.4% | 14 |
|
|
2022
Q4 | $434K | Buy |
1,895
+149
| +9% | +$34.1K | 0.37% | 18 |
|
|
2022
Q3 | $394K | Sell |
1,746
-71
| -4% | -$16K | 0.44% | 15 |
|
|
2022
Q2 | $486K | Buy |
1,817
+9
| +0.5% | +$2.41K | 0.41% | 13 |
|
|
2022
Q1 | $518K | Buy |
1,808
+188
| +12% | +$53.9K | 0.4% | 15 |
|
|
2021
Q4 | $490K | Buy |
1,620
+148
| +10% | +$44.8K | 0.32% | 15 |
|
|
2021
Q3 | $453K | Sell |
1,472
-21
| -1% | -$6.46K | 0.29% | 16 |
|
|
2021
Q2 | $428K | Sell |
1,493
-4
| -0.3% | -$1.15K | 0.26% | 18 |
|
|
2021
Q1 | $374K | Sell |
1,497
-594
| -28% | -$148K | 0.23% | 20 |
|
|
2020
Q4 | $465K | Buy |
2,091
+430
| +26% | +$95.6K | 0.32% | 13 |
|
|
2020
Q3 | $349K | Sell |
1,661
-94
| -5% | -$19.8K | 0.25% | 15 |
|
|
2020
Q2 | $357K | Sell |
1,755
-419
| -19% | -$85.2K | 0.29% | 11 |
|
|
2020
Q1 | $343K | Sell |
2,174
-86
| -4% | -$13.6K | 0.32% | 10 |
|
|
2019
Q4 | $356K | Buy |
+2,260
| New | +$356K | 0.23% | 12 |
|