Goodman Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,830
| Closed | -$818K | – | 65 |
|
|
2024
Q2 | $818K | Buy |
+1,830
| New | +$818K | 0.18% | 40 |
|
|
2023
Q2 | – | Sell |
-1,224
| Closed | -$353K | – | 50 |
|
|
2023
Q1 | $353K | Buy |
+1,224
| New | +$353K | 0.1% | 41 |
|
|
2022
Q3 | – | Sell |
-800
| Closed | -$205K | – | 48 |
|
|
2022
Q2 | $205K | Hold |
800
| – | – | 0.07% | 49 |
|
|
2022
Q1 | $247K | Sell |
800
-466
| -37% | -$144K | 0.07% | 48 |
|
|
2021
Q4 | $426K | Buy |
1,266
+466
| +58% | +$157K | 0.11% | 42 |
|
|
2021
Q3 | $226K | Hold |
800
| – | – | 0.06% | 49 |
|
|
2021
Q2 | $217K | Buy |
+800
| New | +$217K | 0.07% | 47 |
|
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$267K | – | 49 |
|
|
2020
Q4 | $267K | Buy |
+1,200
| New | +$267K | 0.09% | 43 |
|
|
2019
Q1 | – | Sell |
-3,113
| Closed | -$316K | – | 48 |
|
|
2018
Q4 | $316K | Hold |
3,113
| – | – | 0.17% | 39 |
|
|
2018
Q3 | $356K | Hold |
3,113
| – | – | 0.17% | 40 |
|
|
2018
Q2 | $307K | Sell |
3,113
-150
| -5% | -$14.8K | 0.14% | 43 |
|
|
2018
Q1 | $298K | Sell |
3,263
-629
| -16% | -$57.4K | 0.14% | 43 |
|
|
2017
Q4 | $333K | Hold |
3,892
| – | – | 0.15% | 43 |
|
|
2017
Q3 | $290K | Buy |
+3,892
| New | +$290K | 0.14% | 41 |
|