HFA
HC Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.12M | Sell |
19,932
-43
| -0.2% | -$11K | 3.43% | 5 |
|
|
2022
Q1 | $6.16M | Sell |
19,975
-1,425
| -7% | -$439K | 3.67% | 3 |
|
|
2021
Q4 | $7.2M | Sell |
21,400
-335
| -2% | -$113K | 4% | 2 |
|
|
2021
Q3 | $6.13M | Sell |
21,735
-356
| -2% | -$100K | 3.68% | 5 |
|
|
2021
Q2 | $5.98M | Sell |
22,091
-802
| -4% | -$217K | 3.49% | 5 |
|
|
2021
Q1 | $5.4M | Sell |
22,893
-1,185
| -5% | -$279K | 3.29% | 4 |
|
|
2020
Q4 | $5.36M | Sell |
24,078
-1,731
| -7% | -$385K | 3.43% | 5 |
|
|
2020
Q3 | $5.43M | Sell |
25,809
-716
| -3% | -$151K | 3.89% | 3 |
|
|
2020
Q2 | $5.4M | Sell |
26,525
-422
| -2% | -$85.9K | 4.22% | 3 |
|
|
2020
Q1 | $4.25M | Sell |
26,947
-734
| -3% | -$116K | 3.8% | 4 |
|
|
2019
Q4 | $4.37M | Sell |
27,681
-643
| -2% | -$101K | 3.43% | 4 |
|
|
2019
Q3 | $3.94M | Sell |
28,324
-927
| -3% | -$129K | 3.37% | 4 |
|
|
2019
Q2 | $3.92M | Sell |
29,251
-1,180
| -4% | -$158K | 3.91% | 6 |
|
|
2019
Q1 | $3.59M | Buy |
+30,431
| New | +$3.59M | 3.76% | 5 |
|
|
2018
Q4 | – | Sell |
-26,827
| Closed | -$3.07M | – | 46 |
|
|
2018
Q3 | $3.07M | Buy |
26,827
+1,356
| +5% | +$155K | 2.71% | 9 |
|
|
2018
Q2 | $2.51M | Sell |
25,471
-233
| -0.9% | -$23K | 2.45% | 11 |
|
|
2018
Q1 | $2.35M | Sell |
25,704
-88
| -0.3% | -$8.03K | 2.32% | 11 |
|
|
2017
Q4 | $2.21M | Buy |
+25,792
| New | +$2.21M | 2.13% | 15 |
|