JPG
Jordan Park Group’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,100
| Closed | -$464K | – | 70 |
|
2024
Q4 | $464K | Hold |
1,100
| – | – | 0.03% | 59 |
|
2024
Q3 | $473K | Buy |
+1,100
| New | +$473K | 0.03% | 60 |
|
2021
Q1 | – | Sell |
-1,177
| Closed | -$262K | – | 47 |
|
2020
Q4 | $262K | Buy |
+1,177
| New | +$262K | 1.2% | 18 |
|
2019
Q3 | – | Sell |
-5,927
| Closed | -$794K | – | 40 |
|
2019
Q2 | $794K | Buy |
+5,927
| New | +$794K | 0.07% | 27 |
|
2018
Q4 | – | Sell |
-2,064
| Closed | -$236K | – | 31 |
|
2018
Q3 | $236K | Buy |
+2,064
| New | +$236K | 0.04% | 22 |
|
2018
Q1 | – | Sell |
-5,706
| Closed | -$488K | – | 29 |
|
2017
Q4 | $488K | Buy |
+5,706
| New | +$488K | 0.11% | 16 |
|