Evelyn V. Moreno’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $13.9M | Sell |
36,856
-56,940
| -61% | -$21.4M | 6.54% | 2 |
|
|
2023
Q3 | $29.6M | Sell |
93,796
-1,083
| -1% | -$342K | 6.45% | 2 |
|
|
2023
Q2 | $32.3M | Sell |
94,879
-2,780
| -3% | -$947K | 6.9% | 2 |
|
|
2023
Q1 | $28.2M | Sell |
97,659
-25
| -0% | -$7.21K | 6.38% | 2 |
|
|
2022
Q4 | $23.4M | Buy |
97,684
+41,505
| +74% | +$9.95M | 5.42% | 3 |
|
|
2022
Q3 | $13.1M | Sell |
56,179
-44,944
| -44% | -$10.5M | 5.91% | 2 |
|
|
2022
Q2 | $26M | Buy |
101,123
+2,094
| +2% | +$538K | 6.06% | 2 |
|
|
2022
Q1 | $30.5M | Buy |
99,029
+5,013
| +5% | +$1.55M | 6.18% | 2 |
|
|
2021
Q4 | $31.6M | Buy |
94,016
+8,410
| +10% | +$2.83M | 6.32% | 2 |
|
|
2021
Q3 | $24.1M | Sell |
85,606
-2,277
| -3% | -$642K | 5.68% | 3 |
|
|
2021
Q2 | $23.8M | Buy |
87,883
+165
| +0.2% | +$44.7K | 5.59% | 3 |
|
|
2021
Q1 | $20.7M | Buy |
87,718
+12
| +0% | +$2.83K | 4.93% | 3 |
|
|
2020
Q4 | $19.5M | Sell |
87,706
-2,055
| -2% | -$457K | 4.85% | 3 |
|
|
2020
Q3 | $18.9M | Sell |
89,761
-1,460
| -2% | -$307K | 5.11% | 3 |
|
|
2020
Q2 | $18.6M | Sell |
91,221
-1,185
| -1% | -$241K | 5.4% | 3 |
|
|
2020
Q1 | $14.6M | Sell |
92,406
-1,848
| -2% | -$291K | 4.94% | 3 |
|
|
2019
Q4 | $14.9M | Sell |
94,254
-2,920
| -3% | -$460K | 4% | 3 |
|
|
2019
Q3 | $13.5M | Buy |
97,174
+2,100
| +2% | +$292K | 3.71% | 3 |
|
|
2019
Q2 | $12.7M | Sell |
95,074
-8,890
| -9% | -$1.19M | 3.87% | 3 |
|
|
2019
Q1 | $12.3M | Sell |
103,964
-180
| -0.2% | -$21.2K | 3.62% | 4 |
|
|
2018
Q4 | $10.6M | Sell |
104,144
-4,051
| -4% | -$411K | 3.49% | 4 |
|
|
2018
Q3 | $12.4M | Sell |
108,195
-3,782
| -3% | -$433K | 3.46% | 4 |
|
|
2018
Q2 | $11M | Sell |
111,977
-3,450
| -3% | -$340K | 3.22% | 4 |
|
|
2018
Q1 | $10.5M | Sell |
115,427
-1,770
| -2% | -$162K | 3.22% | 5 |
|
|
2017
Q4 | $10M | Sell |
117,197
-5,687
| -5% | -$486K | 3.03% | 5 |
|
|
2017
Q3 | $9.15M | Buy |
122,884
+348
| +0.3% | +$25.9K | 2.74% | 7 |
|
|
2017
Q2 | $8.45M | Sell |
122,536
-805
| -0.7% | -$55.5K | 2.59% | 8 |
|
|
2017
Q1 | $8.12M | Buy |
123,341
+16,251
| +15% | +$1.07M | 2.47% | 9 |
|
|
2016
Q4 | $6.66M | Sell |
107,090
-355
| -0.3% | -$22.1K | 2.4% | 12 |
|
|
2016
Q3 | $6.19M | Sell |
107,445
-520
| -0.5% | -$30K | 2.27% | 11 |
|
|
2016
Q2 | $5.53M | Buy |
107,965
+29,925
| +38% | +$1.53M | 2.1% | 19 |
|
|
2016
Q1 | $4.31M | Buy |
78,040
+5,615
| +8% | +$310K | 1.67% | 31 |
|
|
2015
Q4 | $4.02M | Sell |
72,425
-463
| -0.6% | -$25.7K | 1.67% | 32 |
|
|
2015
Q3 | $3.23M | Buy |
72,888
+52
| +0.1% | +$2.3K | 1.39% | 39 |
|
|
2015
Q2 | $3.22M | Sell |
72,836
-2,937
| -4% | -$130K | 1.28% | 44 |
|
|
2015
Q1 | $3.08M | Sell |
75,773
-3,168
| -4% | -$129K | 1.16% | 46 |
|
|
2014
Q4 | $3.67M | Sell |
78,941
-2,387
| -3% | -$111K | 1.35% | 43 |
|
|
2014
Q3 | $3.77M | Sell |
81,328
-2,480
| -3% | -$115K | 1.45% | 38 |
|
|
2014
Q2 | $3.49M | Sell |
83,808
-1,031
| -1% | -$43K | 1.31% | 41 |
|
|
2014
Q1 | $3.48M | Buy |
84,839
+1,550
| +2% | +$63.5K | 1.37% | 38 |
|
|
2013
Q4 | $3.12M | Buy |
+83,289
| New | +$3.12M | 1.29% | 43 |
|