Kowal Investment Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.78M | Buy |
18,083
+235
| +1% | +$101K | 1.43% | 13 |
|
|
2024
Q2 | $7.98M | Buy |
17,848
+781
| +5% | +$349K | 1.59% | 13 |
|
|
2024
Q1 | $7.18M | Buy |
17,067
+452
| +3% | +$190K | 1.55% | 10 |
|
|
2023
Q4 | $6.25M | Buy |
16,615
+1,379
| +9% | +$519K | 1.46% | 11 |
|
|
2023
Q3 | $4.81M | Sell |
15,236
-34
| -0.2% | -$10.7K | 1.3% | 10 |
|
|
2023
Q2 | $5.2M | Sell |
15,270
-506
| -3% | -$172K | 1.39% | 10 |
|
|
2023
Q1 | $4.55M | Buy |
15,776
+1,858
| +13% | +$536K | 1.29% | 11 |
|
|
2022
Q4 | $3.34M | Sell |
13,918
-1,921
| -12% | -$461K | 1% | 14 |
|
|
2022
Q3 | $3.69M | Sell |
15,839
-333
| -2% | -$77.6K | 1.25% | 13 |
|
|
2022
Q2 | $4.15M | Buy |
16,172
+870
| +6% | +$223K | 1.36% | 11 |
|
|
2022
Q1 | $4.72M | Buy |
15,302
+1,313
| +9% | +$405K | 1.44% | 11 |
|
|
2021
Q4 | $4.71M | Buy |
13,989
+1,654
| +13% | +$556K | 1.4% | 11 |
|
|
2021
Q3 | $3.48M | Buy |
12,335
+930
| +8% | +$262K | 1.1% | 11 |
|
|
2021
Q2 | $3.09M | Buy |
11,405
+4,784
| +72% | +$1.3M | 1.11% | 11 |
|
|
2021
Q1 | $1.56M | Sell |
6,621
-291
| -4% | -$68.6K | 0.63% | 13 |
|
|
2020
Q4 | $1.49M | Buy |
+6,912
| New | +$1.49M | 0.69% | 12 |
|