Halpern Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $302K | Buy |
|
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $204K | Sell |
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|
2022
Q3 | $201K | Buy |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $244K | Sell |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $132K | Sell |
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|
2021
Q1 | $120K | Buy |
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|
2020
Q4 | $90.5K | Buy |
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|
2020
Q3 | $78.2K | Hold |
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|
2020
Q2 | $75.7K | Buy |
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|
2020
Q1 | $44K | Sell |
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|
2019
Q4 | $51.9K | Buy |
|