Epstein & White Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.38M | Buy |
5,087
+138
| +3% | +$37.4K | 0.36% | 20 |
|
|
2021
Q1 | $1.17M | Sell |
4,949
-62
| -1% | -$14.6K | 0.34% | 23 |
|
|
2020
Q4 | $1.11M | Buy |
5,011
+135
| +3% | +$30K | 0.34% | 23 |
|
|
2020
Q3 | $1.03M | Buy |
4,876
+85
| +2% | +$17.9K | 0.37% | 20 |
|
|
2020
Q2 | $973K | Buy |
4,791
+290
| +6% | +$58.9K | 0.37% | 19 |
|
|
2020
Q1 | $708K | Buy |
4,501
+1,066
| +31% | +$168K | 0.3% | 25 |
|
|
2019
Q4 | $540K | Buy |
3,435
+481
| +16% | +$75.6K | 0.24% | 37 |
|
|
2019
Q3 | $412K | Buy |
2,954
+501
| +20% | +$69.9K | 0.2% | 47 |
|
|
2019
Q2 | $329K | Buy |
2,453
+201
| +9% | +$27K | 0.18% | 59 |
|
|
2019
Q1 | $265K | Sell |
2,252
-242
| -10% | -$28.5K | 0.15% | 62 |
|
|
2018
Q4 | $254K | Buy |
2,494
+109
| +5% | +$11.1K | 0.16% | 64 |
|
|
2018
Q3 | $274K | Buy |
2,385
+65
| +3% | +$7.47K | 0.18% | 66 |
|
|
2018
Q2 | $227K | Buy |
+2,320
| New | +$227K | 0.17% | 94 |
|