Householder Group Estate & Retirement Specialist’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.12M | Sell |
5,019
-5,334
| -52% | -$2.25M | 1.58% | 13 |
|
|
2024
Q3 | $4.46M | Sell |
10,353
-3,066
| -23% | -$1.32M | 1.3% | 15 |
|
|
2024
Q2 | $6M | Buy |
13,419
+926
| +7% | +$414K | 1.68% | 10 |
|
|
2024
Q1 | $5.26M | Buy |
12,493
+479
| +4% | +$202K | 1.56% | 10 |
|
|
2023
Q4 | $4.52M | Buy |
12,014
+2,552
| +27% | +$959K | 1.49% | 10 |
|
|
2023
Q3 | $2.99M | Buy |
+9,462
| New | +$2.99M | 1.08% | 15 |
|
|
2023
Q1 | $2.42M | Buy |
+8,405
| New | +$2.42M | 0.93% | 18 |
|
|
2022
Q4 | – | Sell |
-7,934
| Closed | -$1.85M | – | 814 |
|
|
2022
Q3 | $1.85M | Buy |
7,934
+344
| +5% | +$80.1K | 0.76% | 22 |
|
|
2022
Q2 | $1.95M | Sell |
7,590
-124
| -2% | -$31.8K | 0.87% | 22 |
|
|
2022
Q1 | $2.38M | Buy |
7,714
+430
| +6% | +$133K | 0.96% | 22 |
|
|
2021
Q4 | $2.45M | Buy |
+7,284
| New | +$2.45M | 0.91% | 23 |
|