Independent Portfolio Consultants’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.03M | Buy |
14,897
+361
| +2% | +$24.9K | 0.43% | 45 |
|
|
2017
Q1 | $957K | Sell |
14,536
-6,380
| -31% | -$420K | 0.33% | 90 |
|
|
2016
Q4 | $1.3M | Sell |
20,916
-1,454
| -6% | -$90.4K | 0.43% | 51 |
|
|
2016
Q3 | $1.29M | Sell |
22,370
-503
| -2% | -$29K | 0.4% | 58 |
|
|
2016
Q2 | $1.17M | Sell |
22,873
-943
| -4% | -$48.2K | 0.37% | 67 |
|
|
2016
Q1 | $1.32M | Buy |
23,816
+920
| +4% | +$50.8K | 0.37% | 80 |
|
|
2015
Q4 | $1.27M | Sell |
22,896
-450
| -2% | -$25K | 0.38% | 81 |
|
|
2015
Q3 | $1.03M | Buy |
23,346
+1,212
| +5% | +$53.6K | 0.22% | 128 |
|
|
2015
Q2 | $977K | Sell |
22,134
-2,861
| -11% | -$126K | 0.2% | 167 |
|
|
2015
Q1 | $1.02M | Sell |
24,995
-1,069
| -4% | -$43.5K | 0.21% | 151 |
|
|
2014
Q4 | $1.21M | Sell |
26,064
-270
| -1% | -$12.5K | 0.24% | 143 |
|
|
2014
Q3 | $1.22M | Sell |
26,334
-1,394
| -5% | -$64.6K | 0.33% | 72 |
|
|
2014
Q2 | $1.16M | Buy |
27,728
+2,171
| +8% | +$90.5K | 0.32% | 71 |
|
|
2014
Q1 | $1.05M | Sell |
25,557
-5,373
| -17% | -$220K | 0.33% | 77 |
|
|
2013
Q4 | $1.16M | Buy |
30,930
+349
| +1% | +$13.1K | 0.4% | 50 |
|
|
2013
Q3 | $1.02M | Sell |
30,581
-1,242
| -4% | -$41.3K | 0.41% | 51 |
|
|
2013
Q2 | $1.1M | Buy |
+31,823
| New | +$1.1M | 0.49% | 24 |
|