Daniel L. Goodwin’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.06M | Buy |
9,696
+960
| +11% | +$317K | 1.48% | 8 |
|
|
2023
Q2 | $2.97M | Sell |
8,736
-69
| -0.8% | -$21.6K | 1.42% | 9 |
|
|
2023
Q1 | $2.54M | Buy |
8,805
+200
| +2% | +$51K | 1.28% | 10 |
|
|
2022
Q4 | $2.06M | Buy |
8,605
+50
| +0.6% | +$12K | 1.05% | 12 |
|
|
2022
Q3 | $1.99M | Sell |
8,555
-360
| -4% | -$95.1K | 1.15% | 11 |
|
|
2022
Q2 | $2.29M | Buy |
8,915
+198
| +2% | +$53.7K | 1.26% | 11 |
|
|
2022
Q1 | $2.69M | Buy |
8,717
+383
| +5% | +$115K | 1.16% | 13 |
|
|
2021
Q4 | $2.8M | Sell |
8,334
-440
| -5% | -$143K | 1.23% | 12 |
|
|
2021
Q3 | $2.47M | Buy |
8,774
+847
| +11% | +$246K | 1.15% | 11 |
|
|
2021
Q2 | $2.15M | Hold |
7,927
| – | – | 1.02% | 17 |
|
|
2021
Q1 | $1.87M | Buy |
7,927
+160
| +2% | +$37.1K | 0.97% | 18 |
|
|
2020
Q4 | $1.73M | Buy |
7,767
+560
| +8% | +$120K | 1.02% | 16 |
|
|
2020
Q3 | $1.51M | Buy |
7,207
+3,000
| +71% | +$630K | 1.06% | 20 |
|
|
2020
Q2 | $855K | Hold |
4,207
| – | – | 0.54% | 35 |
|
|
2020
Q1 | $664K | Buy |
4,207
+200
| +5% | +$32.9K | 0.54% | 40 |
|
|
2019
Q4 | $632K | Buy |
4,007
+7
| +0.2% | +$1.03K | 0.27% | 45 |
|
|
2019
Q3 | $556K | Hold |
4,000
| – | – | 0.25% | 51 |
|
|
2019
Q2 | $536K | Hold |
4,000
| – | – | 0.24% | 53 |
|
|
2019
Q1 | $472K | Hold |
4,000
| – | – | 0.22% | 54 |
|
|
2018
Q4 | $406K | Hold |
4,000
| – | – | 0.21% | 53 |
|
|
2018
Q3 | $457K | Hold |
4,000
| – | – | 0.22% | 57 |
|
|
2018
Q2 | $394K | Hold |
4,000
| – | – | 0.18% | 62 |
|
|
2018
Q1 | $365K | Hold |
4,000
| – | – | 0.18% | 63 |
|
|
2017
Q4 | $342K | Hold |
4,000
| – | – | 0.15% | 66 |
|
|
2017
Q3 | $298K | Hold |
4,000
| – | – | 0.13% | 65 |
|
|
2017
Q2 | $276K | Hold |
4,000
| – | – | 0.12% | 77 |
|
|
2017
Q1 | $263K | Hold |
4,000
| – | – | 0.11% | 74 |
|
|
2016
Q4 | $249K | Hold |
4,000
| – | – | 0.1% | 72 |
|
|
2016
Q3 | $230K | Sell |
4,000
-1,895
| -32% | -$107K | 0.08% | 89 |
|
|
2016
Q2 | $302K | Buy |
5,895
+1,500
| +34% | +$77.9K | 0.1% | 76 |
|
|
2016
Q1 | $243K | Buy |
4,395
+45
| +1% | +$2.36K | 0.06% | 82 |
|
|
2015
Q4 | $241K | Buy |
+4,350
| New | +$229K | 0.06% | 84 |
|
Other funds holding MSFT
Daniel L. Goodwin's MSFT Position: Q3 2023 in Review
Daniel L. Goodwin increased its Microsoft (MSFT) stake by 11% in Q3 2023, buying an estimated $317K and bringing the position to 9,696 shares worth $3.06M. The position accounts for 1.48% of the portfolio, ranked #8.
Daniel L. Goodwin first reported a position in MSFT in Q4 2015 and has held it in 32 quarters since. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.
- Daniel L. Goodwin held 9,696 shares of Microsoft worth $3.06M as of Q3 2023.
- Daniel L. Goodwin bought 960 Microsoft shares in Q3 2023, an estimated $317K.
- Microsoft made up 1.48% of Daniel L. Goodwin's portfolio in Q3 2023, its #8 holding.
- Daniel L. Goodwin first reported a position in Microsoft in Q4 2015 and has held it in 32 quarters since.
- 4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.
Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.