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