Bernicke Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.08M | Sell |
5,309
-3,301
| -38% | -$672K | 0.8% | 12 |
|
|
2020
Q1 | $1.36M | Buy |
8,610
+101
| +1% | +$15.9K | 0.82% | 11 |
|
|
2019
Q4 | $1.34M | Buy |
8,509
+232
| +3% | +$36.6K | 0.75% | 12 |
|
|
2019
Q3 | $1.15M | Buy |
8,277
+718
| +9% | +$99.8K | 0.67% | 16 |
|
|
2019
Q2 | $1.01M | Sell |
7,559
-1,149
| -13% | -$154K | 0.61% | 20 |
|
|
2019
Q1 | $1.03M | Buy |
8,708
+307
| +4% | +$36.2K | 0.64% | 19 |
|
|
2018
Q4 | $853K | Buy |
8,401
+432
| +5% | +$43.9K | 0.59% | 19 |
|
|
2018
Q3 | $911K | Buy |
7,969
+638
| +9% | +$72.9K | 0.6% | 19 |
|
|
2018
Q2 | $723K | Buy |
+7,331
| New | +$723K | 0.51% | 25 |
|