ICA Group 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
Q2 | $1.78M | Sell |
3,980
-13,180
| -77% | -$5.89M | 1.07% | 25 |
|
|
2024
Q1 | $7.22M | Buy |
17,160
+522
| +3% | +$220K | 1.45% | 15 |
|
|
2023
Q4 | $6.26M | Sell |
16,638
-54
| -0.3% | -$20.3K | 1.4% | 14 |
|
|
2023
Q3 | $5.28M | Sell |
16,692
-180
| -1% | -$56.9K | 1.48% | 15 |
|
|
2023
Q2 | $5.75M | Sell |
16,872
-21,373
| -56% | -$7.28M | 1.44% | 14 |
|
|
2023
Q1 | $11M | Buy |
38,245
+562
| +1% | +$162K | 2.63% | 5 |
|
|
2022
Q4 | $9.04M | Sell |
37,683
-15,616
| -29% | -$3.75M | 2.12% | 6 |
|
|
2022
Q3 | $12.4M | Buy |
53,299
+3,114
| +6% | +$725K | 2.64% | 3 |
|
|
2022
Q2 | $14.4M | Sell |
50,185
-817
| -2% | -$234K | 2.69% | 3 |
|
|
2022
Q1 | $13.7M | Buy |
+51,002
| New | +$13.7M | 2.61% | 3 |
|