Family Asset Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.28M Sell
5,288
-1
-0% -$430 1.37% 19
2024
Q2
$2.36M Buy
5,289
+94
+2% +$42K 1.52% 16
2024
Q1
$2.19M Buy
5,195
+31
+0.6% +$13K 1.36% 16
2023
Q4
$1.94M Buy
5,164
+95
+2% +$35.7K 1.3% 16
2023
Q3
$1.6M Sell
5,069
-21
-0.4% -$6.63K 1.18% 19
2023
Q2
$1.73M Buy
5,090
+1,171
+30% +$399K 1.17% 20
2023
Q1
$1.13M Buy
3,919
+19
+0.5% +$5.48K 0.83% 33
2022
Q4
$935K Buy
+3,900
New +$935K 0.78% 33