KMS Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $10.6M | Buy |
228,239
+2,846
| +1% | +$132K | 1.48% | 9 |
|
2014
Q2 | $9.4M | Buy |
225,393
+12,669
| +6% | +$528K | 1.34% | 10 |
|
2014
Q1 | $8.72M | Sell |
212,724
-13,216
| -6% | -$542K | 1.38% | 11 |
|
2013
Q4 | $8.45M | Buy |
225,940
+37,880
| +20% | +$1.42M | 1.43% | 11 |
|
2013
Q3 | $6.26M | Buy |
188,060
+4,150
| +2% | +$138K | 1.52% | 7 |
|
2013
Q2 | $6.34M | Buy |
+183,910
| New | +$6.34M | 1.77% | 5 |
|