DRS
Deane Retirement Strategies’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,586
| Closed | -$2.83M | – | 76 |
|
|
2024
Q3 | $2.83M | Buy |
6,586
+18
| +0.3% | +$7.74K | 1.38% | 32 |
|
|
2024
Q2 | $2.93M | Sell |
6,568
-4,881
| -43% | -$2.18M | 1.51% | 33 |
|
|
2024
Q1 | $4.82M | Buy |
11,449
+9,062
| +380% | +$3.81M | 2.45% | 10 |
|
|
2023
Q4 | $898K | Sell |
2,387
-9,153
| -79% | -$3.44M | 0.49% | 39 |
|
|
2023
Q3 | $3.64M | Buy |
+11,540
| New | +$3.64M | 2.03% | 10 |
|
|
2020
Q3 | – | Sell |
-8,940
| Closed | -$1.82M | – | 70 |
|
|
2020
Q2 | $1.82M | Buy |
8,940
+10
| +0.1% | +$2.04K | 1.33% | 18 |
|
|
2020
Q1 | $1.41M | Buy |
+8,930
| New | +$1.41M | 1.04% | 29 |
|
|
2016
Q3 | – | Sell |
-29,089
| Closed | -$1.49M | – | 51 |
|
|
2016
Q2 | $1.49M | Sell |
29,089
-1,197
| -4% | -$61.2K | 1.36% | 19 |
|
|
2016
Q1 | $1.67M | Buy |
+30,286
| New | +$1.67M | 1.56% | 16 |
|