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 |
|