Berman Capital Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $12.3M | Buy |
43,528
+9,219
| +27% | +$2.6M | 1.93% | 7 |
|
|
2021
Q2 | $9.29M | Buy |
34,309
+5,132
| +18% | +$1.39M | 1.48% | 15 |
|
|
2021
Q1 | $6.88M | Buy |
29,177
+3,914
| +15% | +$923K | 1.44% | 12 |
|
|
2020
Q4 | $5.62M | Buy |
25,263
+2,290
| +10% | +$509K | 1.34% | 13 |
|
|
2020
Q3 | $4.83M | Sell |
22,973
-853
| -4% | -$179K | 1.37% | 12 |
|
|
2020
Q2 | $4.85M | Buy |
23,826
+5,325
| +29% | +$1.08M | 1.27% | 15 |
|
|
2020
Q1 | $2.92M | Buy |
18,501
+1,592
| +9% | +$251K | 0.94% | 19 |
|
|
2019
Q4 | $2.67M | Buy |
16,909
+459
| +3% | +$72.3K | 0.77% | 21 |
|
|
2019
Q3 | $2.29M | Buy |
16,450
+227
| +1% | +$31.5K | 0.71% | 22 |
|
|
2019
Q2 | $2.17M | Buy |
16,223
+2,058
| +15% | +$276K | 0.69% | 22 |
|
|
2019
Q1 | $1.67M | Buy |
14,165
+3,065
| +28% | +$361K | 0.56% | 25 |
|
|
2018
Q4 | $1.13M | Buy |
11,100
+787
| +8% | +$79.8K | 0.44% | 28 |
|
|
2018
Q3 | $1.18M | Sell |
10,313
-1
| -0% | -$114 | 0.5% | 26 |
|
|
2018
Q2 | $1.02M | Buy |
10,314
+659
| +7% | +$64.9K | 0.35% | 38 |
|
|
2018
Q1 | $882K | Sell |
9,655
-13,729
| -59% | -$1.25M | 0.34% | 42 |
|
|
2017
Q4 | $2M | Buy |
+23,384
| New | +$2M | 0.66% | 29 |
|