Investment Management Associates’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,861
| Closed | -$1.3M | – | 47 |
|
2021
Q4 | $1.3M | Buy |
3,861
+100
| +3% | +$33.6K | 0.59% | 30 |
|
2021
Q3 | $1.06M | Hold |
3,761
| – | – | 0.55% | 34 |
|
2021
Q2 | $1.02M | Sell |
3,761
-2,134
| -36% | -$578K | 0.53% | 33 |
|
2021
Q1 | $1.39M | Buy |
5,895
+3,306
| +128% | +$780K | 0.81% | 32 |
|
2020
Q4 | $576K | Buy |
+2,589
| New | +$576K | 0.43% | 39 |
|