Huber Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.7M | Sell |
17,101
-923
| -5% | -$146K | 1.01% | 15 |
|
|
2019
Q4 | $2.84M | Buy |
18,024
+661
| +4% | +$104K | 0.99% | 14 |
|
|
2019
Q3 | $2.41M | Sell |
17,363
-1,260
| -7% | -$175K | 0.94% | 15 |
|
|
2019
Q2 | $2.5M | Buy |
18,623
+472
| +3% | +$63.2K | 1.08% | 11 |
|
|
2019
Q1 | $2.14M | Sell |
18,151
-5,572
| -23% | -$657K | 1.04% | 12 |
|
|
2018
Q4 | $2.41M | Buy |
23,723
+509
| +2% | +$51.7K | 1.32% | 10 |
|
|
2018
Q3 | $2.66M | Buy |
23,214
+42
| +0.2% | +$4.8K | 2.04% | 8 |
|
|
2018
Q2 | $2.29M | Buy |
23,172
+6,051
| +35% | +$597K | 2.08% | 7 |
|
|
2018
Q1 | $1.56M | Buy |
17,121
+9,548
| +126% | +$872K | 1.54% | 12 |
|
|
2017
Q4 | $648K | Buy |
+7,573
| New | +$648K | 0.71% | 26 |
|