Elm Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $832K | Sell |
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|
2021
Q3 | $702K | Sell |
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|
2021
Q2 | $734K | Sell |
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|
2021
Q1 | $662K | Sell |
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|
2020
Q4 | $648K | Sell |
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|
2020
Q3 | $631K | Sell |
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|
2020
Q2 | $732K | Sell |
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|
2020
Q1 | $640K | Sell |
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|
2019
Q4 | $678K | Hold |
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|
2019
Q3 | $598K | Sell |
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|
2019
Q2 | $593K | Hold |
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|
2019
Q1 | $522K | Sell |
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|
2018
Q4 | $492K | Sell |
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|
2018
Q3 | $575K | Buy |
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|
2018
Q2 | $357K | Sell |
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|
2018
Q1 | $366K | Sell |
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|
2017
Q4 | $377K | Sell |
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|
2017
Q3 | $336K | Sell |
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|
2017
Q2 | $316K | Sell |
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|
2017
Q1 | $320K | Buy |
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|
2016
Q4 | $240K | Sell |
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|
2016
Q3 | $227K | Sell |
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|
2016
Q2 | $218K | Hold |
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|
2016
Q1 | $236K | Hold |
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|
2015
Q4 | $237K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $205K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $227K | Sell |
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|
2014
Q3 | $241K | Buy |
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|
2014
Q2 | $211K | Hold |
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|
2014
Q1 | $207K | Buy |
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