Essex Private Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $565K | Buy |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $540K | Buy |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $525K | Sell |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $364K | Buy |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $667K | Sell |
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|
2021
Q3 | $841K | Sell |
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|
2021
Q2 | $816K | Buy |
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|
2021
Q1 | $616K | Buy |
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|
2020
Q4 | $561K | Sell |
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|
2020
Q3 | $597K | Hold |
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|
2020
Q2 | $578K | Buy |
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|
2020
Q1 | $402K | Buy |
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|
2019
Q4 | $398K | Buy |
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