J. Stern & Co’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-200
Closed -$86.1K 44
2024
Q3
$86.1K Sell
200
-404
-67% -$174K 0.01% 37
2024
Q2
$270K Hold
604
0.03% 32
2024
Q1
$254K Hold
604
0.03% 29
2023
Q4
$240K Buy
+604
New +$240K 0.04% 31