DT
Daniels + Tansey’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $18M | Buy |
190,971
+189,478
| +12,691% | +$17.9M | 6.24% | 6 |
|
|
2023
Q2 | $508K | Buy |
1,493
+53
| +4% | +$18K | 0.17% | 19 |
|
|
2023
Q1 | $415K | Sell |
1,440
-48
| -3% | -$13.8K | 0.14% | 20 |
|
|
2022
Q4 | $357K | Buy |
1,488
+41
| +3% | +$9.83K | 0.14% | 21 |
|
|
2022
Q3 | $337K | Sell |
1,447
-23
| -2% | -$5.36K | 0.14% | 22 |
|
|
2022
Q2 | $377K | Buy |
1,470
+19
| +1% | +$4.87K | 0.15% | 23 |
|
|
2022
Q1 | $447K | Buy |
1,451
+6
| +0.4% | +$1.85K | 0.15% | 24 |
|
|
2021
Q4 | $485K | Buy |
1,445
+52
| +4% | +$17.5K | 0.15% | 25 |
|
|
2021
Q3 | $392K | Buy |
1,393
+116
| +9% | +$32.6K | 0.14% | 26 |
|
|
2021
Q2 | $369K | Hold |
1,277
| – | – | 0.13% | 27 |
|
|
2021
Q1 | $301K | Sell |
1,277
-55
| -4% | -$13K | 0.12% | 23 |
|
|
2020
Q4 | $310K | Buy |
+1,332
| New | +$310K | 0.13% | 22 |
|