JAIC
Josh Arnold Investment Consultant’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-667
| Closed | -$287K | – | 21 |
|
|
2024
Q3 | $287K | Sell |
667
-595
| -47% | -$256K | 0.23% | 23 |
|
|
2024
Q2 | $564K | Buy |
1,262
+20
| +2% | +$8.94K | 0.47% | 14 |
|
|
2024
Q1 | $523K | Buy |
1,242
+525
| +73% | +$221K | 0.55% | 7 |
|
|
2023
Q4 | $270K | Sell |
717
-50
| -7% | -$18.8K | 0.26% | 16 |
|
|
2023
Q3 | $247K | Sell |
767
-50
| -6% | -$16.1K | 0.26% | 17 |
|
|
2023
Q2 | $278K | Buy |
817
+50
| +7% | +$17K | 0.27% | 16 |
|
|
2023
Q1 | $221K | Buy |
+767
| New | +$221K | 0.26% | 11 |
|
|
2022
Q2 | – | Sell |
-757
| Closed | -$233K | – | 25 |
|
|
2022
Q1 | $233K | Sell |
757
-185
| -20% | -$56.9K | 0.22% | 19 |
|
|
2021
Q4 | $317K | Buy |
+942
| New | +$317K | 0.29% | 10 |
|