Domani Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.41M | Sell |
11,817
-8
| -0.1% | -$2.31K | 0.79% | 22 |
|
|
2022
Q4 | $2.84M | Sell |
11,825
-477
| -4% | -$114K | 0.71% | 23 |
|
|
2022
Q3 | $2.87M | Sell |
12,302
-60
| -0.5% | -$14K | 0.84% | 20 |
|
|
2022
Q2 | $3.18M | Sell |
12,362
-1,831
| -13% | -$470K | 0.87% | 20 |
|
|
2022
Q1 | $4.38M | Sell |
14,193
-1,082
| -7% | -$334K | 0.95% | 19 |
|
|
2021
Q4 | $5.14M | Buy |
15,275
+55
| +0.4% | +$18.5K | 1.01% | 21 |
|
|
2021
Q3 | $4.29M | Sell |
15,220
-30
| -0.2% | -$8.46K | 0.9% | 20 |
|
|
2021
Q2 | $4.13M | Sell |
15,250
-3,491
| -19% | -$946K | 0.83% | 20 |
|
|
2021
Q1 | $4.42M | Buy |
18,741
+355
| +2% | +$83.7K | 0.85% | 20 |
|
|
2020
Q4 | $4.09M | Sell |
18,386
-1,003
| -5% | -$223K | 0.83% | 21 |
|
|
2020
Q3 | $4.08M | Buy |
19,389
+968
| +5% | +$204K | 0.9% | 20 |
|
|
2020
Q2 | $3.75M | Sell |
18,421
-1,223
| -6% | -$249K | 0.88% | 20 |
|
|
2020
Q1 | $3.1M | Buy |
19,644
+3,241
| +20% | +$511K | 0.83% | 22 |
|
|
2019
Q4 | $2.59M | Buy |
16,403
+4
| +0% | +$631 | 0.85% | 24 |
|
|
2019
Q3 | $2.28M | Buy |
16,399
+101
| +0.6% | +$14K | 0.83% | 25 |
|
|
2019
Q2 | $2.18M | Buy |
16,298
+194
| +1% | +$26K | 0.81% | 25 |
|
|
2019
Q1 | $1.9M | Buy |
16,104
+1,880
| +13% | +$222K | 0.76% | 25 |
|
|
2018
Q4 | $1.45M | Sell |
14,224
-2,482
| -15% | -$252K | 0.67% | 25 |
|
|
2018
Q3 | $1.91M | Sell |
16,706
-2,966
| -15% | -$339K | 0.82% | 24 |
|
|
2018
Q2 | $1.94M | Buy |
19,672
+2,132
| +12% | +$210K | 0.89% | 23 |
|
|
2018
Q1 | $1.6M | Buy |
17,540
+956
| +6% | +$87.3K | 0.69% | 29 |
|
|
2017
Q4 | $1.42M | Sell |
16,584
-142
| -0.8% | -$12.2K | 0.62% | 32 |
|
|
2017
Q3 | $1.25M | Sell |
16,726
-226
| -1% | -$16.8K | 0.54% | 32 |
|
|
2017
Q2 | $1.17M | Sell |
16,952
-767
| -4% | -$52.8K | 0.48% | 35 |
|
|
2017
Q1 | $1.17M | Sell |
17,719
-685
| -4% | -$45.1K | 0.47% | 34 |
|
|
2016
Q4 | $1.14M | Sell |
18,404
-2,867
| -13% | -$178K | 0.46% | 39 |
|
|
2016
Q3 | $1.23M | Buy |
21,271
+4,497
| +27% | +$259K | 0.47% | 38 |
|
|
2016
Q2 | $858K | Sell |
16,774
-3,062
| -15% | -$157K | 0.33% | 47 |
|
|
2016
Q1 | $1.09M | Buy |
19,836
+2,206
| +13% | +$122K | 0.41% | 47 |
|
|
2015
Q4 | $978K | Buy |
17,630
+1,358
| +8% | +$75.3K | 0.38% | 47 |
|
|
2015
Q3 | $720K | Buy |
16,272
+359
| +2% | +$15.9K | 0.39% | 38 |
|
|
2015
Q2 | $703K | Buy |
15,913
+15,275
| +2,394% | +$675K | 0.38% | 40 |
|
|
2015
Q1 | $15.7K | Buy |
+638
| New | +$15.7K | 0.24% | 40 |
|