Halpern 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 | $275K | Sell |
660
-105
| -14% | -$43.8K | 0.07% | 47 |
|
|
2024
Q2 | $342K | Sell |
765
-49
| -6% | -$21.9K | 0.09% | 43 |
|
|
2024
Q1 | $342K | Hold |
814
| – | – | 0.1% | 41 |
|
|
2023
Q4 | $302K | Buy |
814
+102
| +14% | +$37.8K | 0.09% | 44 |
|
|
2023
Q3 | $225K | Buy |
712
+7
| +1% | +$2.21K | 0.08% | 49 |
|
|
2023
Q2 | $240K | Sell |
705
-145
| -17% | -$49.3K | 0.08% | 46 |
|
|
2023
Q1 | $245K | Hold |
850
| – | – | 0.09% | 43 |
|
|
2022
Q4 | $204K | Sell |
850
-13
| -2% | -$3.12K | 0.07% | 44 |
|
|
2022
Q3 | $201K | Buy |
863
+29
| +3% | +$6.75K | 0.08% | 44 |
|
|
2022
Q2 | $214K | Buy |
834
+43
| +5% | +$11K | 0.08% | 48 |
|
|
2022
Q1 | $244K | Sell |
791
-235
| -23% | -$72.5K | 0.09% | 57 |
|
|
2021
Q4 | $345K | Buy |
1,026
+223
| +28% | +$75K | 0.15% | 31 |
|
|
2021
Q3 | $226K | Buy |
803
+315
| +65% | +$88.8K | 0.1% | 35 |
|
|
2021
Q2 | $132K | Sell |
488
-22
| -4% | -$5.96K | 0.06% | 45 |
|
|
2021
Q1 | $120K | Buy |
510
+103
| +25% | +$24.3K | 0.06% | 44 |
|
|
2020
Q4 | $90.5K | Buy |
407
+35
| +9% | +$7.79K | 0.05% | 44 |
|
|
2020
Q3 | $78.2K | Hold |
372
| – | – | 0.05% | 44 |
|
|
2020
Q2 | $75.7K | Buy |
372
+93
| +33% | +$18.9K | 0.05% | 43 |
|
|
2020
Q1 | $44K | Sell |
279
-50
| -15% | -$7.89K | 0.04% | 46 |
|
|
2019
Q4 | $51.9K | Buy |
+329
| New | +$51.9K | 0.04% | 57 |
|