KCS Wealth Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.55M | Sell |
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|
2023
Q2 | $6.79M | Buy |
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|
2023
Q1 | $5.7M | Buy |
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|
2022
Q4 | $4.56M | Buy |
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|
2022
Q3 | $4.06M | Hold |
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|
2022
Q2 | $4.47M | Buy |
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|
2022
Q1 | $5.24M | Buy |
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|
2021
Q4 | $5.5M | Buy |
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|
2021
Q3 | $4.47M | Buy |
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|
2021
Q2 | $4.19M | Buy |
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|
2021
Q1 | $3.23M | Buy |
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|
2020
Q4 | $2.38M | Buy |
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|
2020
Q3 | $2.1M | Buy |
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|
2020
Q2 | $1.99M | Buy |
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|
2020
Q1 | $644K | Buy |
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|
2019
Q4 | $303K | Sell |
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|
2019
Q3 | $277K | Sell |
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|
2019
Q2 | $271K | Buy |
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|
2019
Q1 | $231K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Buy |
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