Kathryn A. Hall’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,381
| Closed | -$464K | – | 53 |
|
2021
Q4 | $464K | Buy |
+1,381
| New | +$464K | 0.11% | 49 |
|
2020
Q4 | – | Sell |
-1,625
| Closed | -$342K | – | 59 |
|
2020
Q3 | $342K | Hold |
1,625
| – | – | 0.16% | 41 |
|
2020
Q2 | $331K | Hold |
1,625
| – | – | 0.19% | 39 |
|
2020
Q1 | $256K | Buy |
+1,625
| New | +$256K | 0.21% | 37 |
|
2019
Q4 | – | Sell |
-9,345
| Closed | -$1.3M | – | 34 |
|
2019
Q3 | $1.3M | Buy |
9,345
+3,484
| +59% | +$484K | 1.06% | 19 |
|
2019
Q2 | $785K | Hold |
5,861
| – | – | 0.63% | 20 |
|
2019
Q1 | $691K | Buy |
+5,861
| New | +$691K | 0.47% | 21 |
|
2015
Q2 | – | Sell |
-8,980
| Closed | -$365K | – | 48 |
|
2015
Q1 | $365K | Hold |
8,980
| – | – | 0.13% | 35 |
|
2014
Q4 | $417K | Buy |
+8,980
| New | +$417K | 0.12% | 27 |
|
2014
Q3 | – | Sell |
-38,829
| Closed | -$1.62M | – | 42 |
|
2014
Q2 | $1.62M | Buy |
+38,829
| New | +$1.62M | 0.28% | 42 |
|