Johnson Midwest Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $384K | Hold |
1,216
| – | – | 0.86% | 18 |
|
|
2023
Q2 | $414K | Sell |
1,216
-8
| -0.7% | -$2.72K | 0.37% | 19 |
|
|
2023
Q1 | $353K | Buy |
1,224
+2
| +0.2% | +$577 | 0.51% | 18 |
|
|
2022
Q4 | $293K | Buy |
1,222
+108
| +10% | +$25.9K | 1.07% | 16 |
|
|
2022
Q3 | $260 | Buy |
1,114
+1
| +0.1% | – | 0.99% | 17 |
|
|
2022
Q2 | $286K | Buy |
1,113
+2
| +0.2% | +$514 | 0.38% | 22 |
|
|
2022
Q1 | $342K | Buy |
1,111
+2
| +0.2% | +$616 | 0.49% | 18 |
|
|
2021
Q4 | $373K | Buy |
1,109
+168
| +18% | +$56.5K | 0.28% | 23 |
|
|
2021
Q3 | $265K | Buy |
941
+36
| +4% | +$10.1K | 0.22% | 33 |
|
|
2021
Q2 | $245K | Buy |
905
+2
| +0.2% | +$541 | 0.24% | 32 |
|
|
2021
Q1 | $213K | Buy |
903
+21
| +2% | +$4.95K | 0.22% | 33 |
|
|
2020
Q4 | $196K | Buy |
+882
| New | +$196K | 0.19% | 33 |
|