Coulter & Justus Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.44M | Sell |
15,314
-9,616
| -39% | -$4.05M | 1.43% | 29 |
|
|
2023
Q4 | $9.37M | Hold |
24,930
| – | – | 6.35% | 8 |
|
|
2023
Q3 | $7.87M | Hold |
24,930
| – | – | 5.72% | 8 |
|
|
2023
Q2 | $8.49M | Hold |
24,930
| – | – | 5.76% | 8 |
|
|
2023
Q1 | $7.19M | Sell |
24,930
-349
| -1% | -$101K | 4.69% | 8 |
|
|
2022
Q4 | $6.06M | Hold |
25,279
| – | – | 4.12% | 8 |
|
|
2022
Q3 | $5.89M | Hold |
25,279
| – | – | 4.58% | 7 |
|
|
2022
Q2 | $6.49M | Buy |
+25,279
| New | +$6.49M | 5.22% | 6 |
|
|
2022
Q1 | – | Sell |
-25,278
| Closed | -$8.5M | – | 41 |
|
|
2021
Q4 | $8.5M | Buy |
+25,278
| New | +$8.5M | 6.68% | 5 |
|