JFA
Johanson Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $13.7M | Sell |
40,708
-132
| -0.3% | -$44.4K | 4.19% | 5 |
|
|
2021
Q3 | $11.5M | Sell |
40,840
-17
| -0% | -$4.79K | 3.97% | 5 |
|
|
2021
Q2 | $11.5M | Sell |
40,857
-207
| -0.5% | -$58.2K | 3.88% | 5 |
|
|
2021
Q1 | $10.5M | Sell |
41,064
-245
| -0.6% | -$62.6K | 3.83% | 5 |
|
|
2020
Q4 | $9.19M | Buy |
41,309
+218
| +0.5% | +$48.5K | 3.71% | 5 |
|
|
2020
Q3 | $8.65M | Sell |
41,091
-363
| -0.9% | -$76.4K | 3.87% | 5 |
|
|
2020
Q2 | $8.44M | Buy |
41,454
+1,653
| +4% | +$336K | 4.21% | 5 |
|
|
2020
Q1 | $6.28M | Sell |
39,801
-6,214,657
| -99% | -$981M | 3.62% | 6 |
|
|
2019
Q4 | $39.7M | Buy |
6,254,458
+6,215,731
| +16,050% | +$39.4M | 1.88% | 14 |
|
|
2019
Q3 | $5.38M | Buy |
38,727
+726
| +2% | +$101K | 2.8% | 10 |
|
|
2019
Q2 | $5.08M | Buy |
38,001
+304
| +0.8% | +$40.6K | 2.7% | 11 |
|
|
2019
Q1 | $4.45M | Buy |
37,697
+1,200
| +3% | +$142K | 2.49% | 14 |
|
|
2018
Q4 | $3.71M | Buy |
36,497
+1,703
| +5% | +$173K | 2.5% | 16 |
|
|
2018
Q3 | $3.99M | Buy |
34,794
+659
| +2% | +$75.5K | 2.31% | 17 |
|
|
2018
Q2 | $3.37M | Buy |
34,135
+528
| +2% | +$52.1K | 2.14% | 18 |
|
|
2018
Q1 | $3.07M | Buy |
33,607
+6
| +0% | +$548 | 2.03% | 17 |
|
|
2017
Q4 | $2.87M | Buy |
33,601
+1,602
| +5% | +$137K | 1.9% | 17 |
|
|
2017
Q3 | $2.39M | Buy |
31,999
+921
| +3% | +$68.6K | 1.74% | 17 |
|
|
2017
Q2 | $2.14M | Buy |
31,078
+601
| +2% | +$41.4K | 1.74% | 17 |
|
|
2017
Q1 | $2.01M | Buy |
+30,477
| New | +$2.01M | 1.77% | 16 |
|
|
2016
Q4 | – | Sell |
-29,241
| Closed | -$1.69M | – | 41 |
|
|
2016
Q3 | $1.69M | Buy |
29,241
+58
| +0.2% | +$3.36K | 1.82% | 17 |
|
|
2016
Q2 | $1.5M | Buy |
29,183
+1,460
| +5% | +$74.9K | 1.76% | 17 |
|
|
2016
Q1 | $1.53M | Buy |
27,723
+2,359
| +9% | +$130K | 1.89% | 16 |
|
|
2015
Q4 | $1.41M | Buy |
+25,364
| New | +$1.41M | 1.84% | 16 |
|