Balasa Dinverno & Foltz’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $16.5M | Buy |
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|
2022
Q2 | $17.6M | Buy |
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|
2022
Q1 | $20.7M | Buy |
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|
2021
Q4 | $22.4M | Buy |
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|
2021
Q3 | $18.6M | Buy |
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|
2021
Q2 | $16.9M | Buy |
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|
2021
Q1 | $14.2M | Buy |
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|
2020
Q4 | $11.8M | Buy |
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|
2020
Q3 | $9.57M | Buy |
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|
2020
Q2 | $7.92M | Sell |
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|
2020
Q1 | $7.39M | Buy |
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|
2019
Q4 | $7.36M | Sell |
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|
2019
Q3 | $6.49M | Buy |
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|
2019
Q2 | $6.01M | Buy |
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|
2019
Q1 | $5.26M | Buy |
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|
2018
Q4 | $4.46M | Sell |
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|
2018
Q3 | $5.54M | Buy |
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|
2018
Q2 | $4.52M | Buy |
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|
2018
Q1 | $4.04M | Sell |
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|
2017
Q4 | $4M | Sell |
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|
2017
Q3 | $3.52M | Buy |
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|
2017
Q2 | $3.23M | Buy |
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|
2017
Q1 | $2.82M | Sell |
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|
2016
Q4 | $2.72M | Buy |
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|
2016
Q3 | $2.25M | Buy |
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|
2016
Q2 | $1.97M | Sell |
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|
2016
Q1 | $2.21M | Sell |
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|
2015
Q4 | $2.47M | Sell |
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|
2015
Q3 | $2.03M | Buy |
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|
2015
Q2 | $1.96M | Sell |
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|
2015
Q1 | $1.95M | Buy |
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|
2014
Q4 | $2.03M | Buy |
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|
2014
Q3 | $1.95M | Buy |
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|
2014
Q2 | $1.5M | Buy |
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|
2014
Q1 | $1.46M | Sell |
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|
2013
Q4 | $1.34M | Buy |
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|
2013
Q3 | $1.14M | Sell |
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|
2013
Q2 | $1.19M | Buy |
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