Kades & Cheifetz’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $2.02M | Sell |
4,802
-554
| -10% | -$234K | 1.04% | 30 |
|
2024
Q3 | $2.3M | Buy |
5,356
+5
| +0.1% | +$2.15K | 1.32% | 19 |
|
2024
Q2 | $2.39M | Sell |
5,351
-26
| -0.5% | -$11.6K | 1.5% | 17 |
|
2024
Q1 | $2.26M | Sell |
5,377
-47
| -0.9% | -$19.8K | 1.45% | 20 |
|
2023
Q4 | $2.04M | Sell |
5,424
-175
| -3% | -$65.8K | 1.45% | 19 |
|
2023
Q3 | $1.77M | Buy |
5,599
+32
| +0.6% | +$10.1K | 1.4% | 21 |
|
2023
Q2 | $1.9M | Sell |
5,567
-7
| -0.1% | -$2.38K | 1.45% | 20 |
|
2023
Q1 | $1.61M | Sell |
5,574
-43
| -0.8% | -$12.4K | 1.27% | 23 |
|
2022
Q4 | $1.35M | Buy |
+5,617
| New | +$1.35M | 1.13% | 23 |
|