Altium 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
Q2 | $26M | Buy |
101,333
+6,275
| +7% | +$1.61M | 1.87% | 13 |
|
|
2022
Q1 | $29.3M | Buy |
95,058
+8,026
| +9% | +$2.47M | 1.89% | 14 |
|
|
2021
Q4 | $29.3M | Buy |
87,032
+6,069
| +7% | +$2.04M | 1.89% | 14 |
|
|
2021
Q3 | $22.8M | Buy |
80,963
+1,344
| +2% | +$379K | 1.63% | 15 |
|
|
2021
Q2 | $21.6M | Buy |
79,619
+1,961
| +3% | +$531K | 1.58% | 15 |
|
|
2021
Q1 | $18.3M | Buy |
77,658
+1,662
| +2% | +$392K | 1.47% | 15 |
|
|
2020
Q4 | $16.9M | Buy |
75,996
+5,280
| +7% | +$1.17M | 1.49% | 16 |
|
|
2020
Q3 | $14.9M | Buy |
70,716
+1,467
| +2% | +$309K | 1.55% | 16 |
|
|
2020
Q2 | $14.1M | Buy |
69,249
+2,944
| +4% | +$599K | 1.58% | 16 |
|
|
2020
Q1 | $10.5M | Buy |
66,305
+10,506
| +19% | +$1.66M | 1.43% | 17 |
|
|
2019
Q4 | $8.8M | Buy |
55,799
+1,464
| +3% | +$231K | 1.05% | 17 |
|
|
2019
Q3 | $7.55M | Buy |
54,335
+3,258
| +6% | +$453K | 1.02% | 18 |
|
|
2019
Q2 | $6.84M | Buy |
51,077
+3,012
| +6% | +$403K | 0.99% | 18 |
|
|
2019
Q1 | $5.67M | Buy |
48,065
+2,390
| +5% | +$282K | 0.9% | 18 |
|
|
2018
Q4 | $4.64M | Buy |
45,675
+2,699
| +6% | +$274K | 0.89% | 18 |
|
|
2018
Q3 | $4.92M | Buy |
42,976
+5,315
| +14% | +$608K | 0.94% | 18 |
|
|
2018
Q2 | $3.71M | Buy |
37,661
+19,850
| +111% | +$1.96M | 0.99% | 17 |
|
|
2018
Q1 | $1.63M | Buy |
17,811
+2,605
| +17% | +$238K | 0.64% | 30 |
|
|
2017
Q4 | $1.3M | Buy |
+15,206
| New | +$1.3M | 0.59% | 33 |
|