Bridgewater Wealth & Financial Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $11.6M | Sell |
136,077
-2,765
| -2% | -$237K | 4.64% | 5 |
|
|
2017
Q3 | $10.3M | Sell |
138,842
-3,893
| -3% | -$290K | 4.24% | 6 |
|
|
2017
Q2 | $9.84M | Buy |
142,735
+12,227
| +9% | +$843K | 3.28% | 5 |
|
|
2017
Q1 | $8.6M | Sell |
130,508
-109
| -0.1% | -$7.18K | 3.15% | 6 |
|
|
2016
Q4 | $8.12M | Sell |
130,617
-4,528
| -3% | -$281K | 3.07% | 8 |
|
|
2016
Q3 | $7.78M | Buy |
135,145
+1,150
| +0.9% | +$66.2K | 2.87% | 10 |
|
|
2016
Q2 | $6.86M | Sell |
133,995
-2,082
| -2% | -$107K | 2.47% | 17 |
|
|
2016
Q1 | $7.52M | Buy |
136,077
+4,566
| +3% | +$252K | 2.73% | 11 |
|
|
2015
Q4 | $7.3M | Buy |
131,511
+3,049
| +2% | +$169K | 2.83% | 13 |
|
|
2015
Q3 | $5.69M | Buy |
128,462
+4,488
| +4% | +$199K | 2.36% | 17 |
|
|
2015
Q2 | $5.47M | Buy |
123,974
+233
| +0.2% | +$10.3K | 2.32% | 19 |
|
|
2015
Q1 | $5.03M | Buy |
123,741
+175
| +0.1% | +$7.12K | 2.15% | 22 |
|
|
2014
Q4 | $5.74M | Buy |
+123,566
| New | +$5.74M | 2.33% | 14 |
|