Colony Family Offices’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-668
Closed -$281K 65
2024
Q1
$281K Buy
+668
New +$281K 0.09% 56
2023
Q2
Sell
-25,510
Closed -$7.35M 75
2023
Q1
$7.35M Hold
25,510
2.82% 9
2022
Q4
$6.12M Buy
25,510
+75
+0.3% +$18K 2.55% 10
2022
Q3
$5.92M Hold
25,435
2.56% 9
2022
Q2
$6.53M Buy
+25,435
New +$6.53M 2.96% 7