HFR Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-476
| Closed | -$205K | – | 55 |
|
|
2024
Q3 | $205K | Hold |
476
| – | – | 0.05% | 53 |
|
|
2024
Q2 | $213K | Sell |
476
-12
| -2% | -$5.36K | 0.05% | 51 |
|
|
2024
Q1 | $205K | Buy |
+488
| New | +$205K | 0.05% | 55 |
|
|
2022
Q3 | – | Sell |
-836
| Closed | -$215K | – | 58 |
|
|
2022
Q2 | $215K | Sell |
836
-34
| -4% | -$8.74K | 0.06% | 58 |
|
|
2022
Q1 | $268K | Hold |
870
| – | – | 0.07% | 51 |
|
|
2021
Q4 | $293K | Sell |
870
-119
| -12% | -$40.1K | 0.07% | 51 |
|
|
2021
Q3 | $279K | Sell |
989
-180
| -15% | -$50.8K | 0.08% | 51 |
|
|
2021
Q2 | $317K | Buy |
+1,169
| New | +$317K | 0.1% | 51 |
|