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