Confluence Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.47M | Sell |
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|
2020
Q2 | $3.65M | Sell |
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|
2020
Q1 | $2.84M | Buy |
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|
2019
Q4 | $2.02M | Sell |
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|
2019
Q3 | $2.47M | Sell |
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|
2019
Q2 | $2.39M | Buy |
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|
2019
Q1 | $2.07M | Buy |
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|
2018
Q4 | $1.76M | Buy |
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|
2018
Q3 | $1.97M | Buy |
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|
2018
Q2 | $1.53M | Buy |
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|
2018
Q1 | $1.4M | Sell |
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|
2017
Q4 | $1.4M | Sell |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.14M | Buy |
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|
2017
Q1 | $889K | Sell |
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|
2016
Q4 | $844K | Sell |
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|
2016
Q3 | $808K | Buy |
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|
2016
Q2 | $696K | Buy |
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|
2016
Q1 | $746K | Buy |
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|
2015
Q4 | $709K | Buy |
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|
2015
Q3 | $556K | Sell |
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|
2015
Q2 | $603K | Buy |
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|
2015
Q1 | $552K | Buy |
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|
2014
Q4 | $627K | Buy |
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|
2014
Q3 | $623K | Sell |
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|
2014
Q2 | $1.29M | Buy |
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|
2014
Q1 | $595K | Buy |
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