Landmark Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.27M | Sell |
8,707
-24
| -0.3% | -$8.54K | 1.18% | 23 |
|
|
2023
Q3 | $2.76M | Sell |
8,731
-124
| -1% | -$41K | 1.12% | 24 |
|
|
2023
Q2 | $3.02M | Sell |
8,855
-150
| -2% | -$47K | 1.24% | 21 |
|
|
2023
Q1 | $2.6M | Sell |
9,005
-1,606
| -15% | -$410K | 1.14% | 23 |
|
|
2022
Q4 | $2.54M | Buy |
10,611
+1,889
| +22% | +$453K | 1.17% | 22 |
|
|
2022
Q3 | $2.03M | Buy |
8,722
+979
| +13% | +$259K | 1.07% | 20 |
|
|
2022
Q2 | $1.99M | Buy |
7,743
+56
| +0.7% | +$15.2K | 0.98% | 22 |
|
|
2022
Q1 | $2.16M | Buy |
7,687
+119
| +2% | +$35.8K | 1.04% | 21 |
|
|
2021
Q4 | $2.54M | Buy |
7,568
+139
| +2% | +$45.1K | 1.13% | 19 |
|
|
2021
Q3 | $1.75M | Sell |
7,429
-459
| -6% | -$134K | 0.94% | 21 |
|
|
2021
Q2 | $2.14M | Buy |
7,888
+459
| +6% | +$117K | 1.02% | 22 |
|
|
2021
Q1 | $1.75M | Sell |
7,429
-194
| -3% | -$45K | 0.94% | 21 |
|
|
2020
Q4 | $1.66M | Sell |
7,623
-292
| -4% | -$62.8K | 0.94% | 22 |
|
|
2020
Q3 | $1.67M | Sell |
7,915
-720
| -8% | -$151K | 1.05% | 22 |
|
|
2020
Q2 | $1.82M | Sell |
8,635
-685
| -7% | -$124K | 1.19% | 20 |
|
|
2020
Q1 | $1.62M | Buy |
9,320
+130
| +1% | +$21.4K | 1.11% | 20 |
|
|
2019
Q4 | $1.53M | Buy |
9,190
+1,084
| +13% | +$159K | 0.89% | 21 |
|
|
2019
Q3 | $1.13M | Sell |
8,106
-157
| -2% | -$21.6K | 0.7% | 26 |
|
|
2019
Q2 | $1.11M | Buy |
8,263
+20
| +0.2% | +$2.54K | 0.68% | 25 |
|
|
2019
Q1 | $972K | Buy |
8,243
+3
| +0% | +$327 | 0.64% | 25 |
|
|
2018
Q4 | $836K | Sell |
8,240
-148
| -2% | -$15.9K | 0.55% | 28 |
|
|
2018
Q3 | $959K | Buy |
8,388
+10
| +0.1% | +$1.08K | 0.57% | 28 |
|
|
2018
Q2 | $826K | Buy |
8,378
+175
| +2% | +$17K | 0.51% | 28 |
|
|
2018
Q1 | $749K | Sell |
8,203
-1,386
| -14% | -$127K | 0.47% | 29 |
|
|
2017
Q4 | $820K | Buy |
9,589
+194
| +2% | +$15.9K | 0.52% | 27 |
|
|
2017
Q3 | $700K | Buy |
9,395
+5
| +0.1% | +$365 | 0.47% | 28 |
|
|
2017
Q2 | $647K | Buy |
9,390
+4
| +0% | +$275 | 0.46% | 28 |
|
|
2017
Q1 | $618K | Sell |
9,386
-115
| -1% | -$7.37K | 0.46% | 27 |
|
|
2016
Q4 | $590K | Buy |
9,501
+7
| +0.1% | +$421 | 0.47% | 29 |
|
|
2016
Q3 | $547K | Sell |
9,494
-1,354
| -12% | -$76.4K | 0.47% | 33 |
|
|
2016
Q2 | $555K | Buy |
10,848
+6
| +0.1% | +$312 | 0.52% | 33 |
|
|
2016
Q1 | $598K | Buy |
10,842
+1,287
| +13% | +$67.5K | 0.61% | 29 |
|
|
2015
Q4 | $530K | Buy |
9,555
+6
| +0.1% | +$316 | 0.56% | 29 |
|
|
2015
Q3 | $422K | Buy |
9,549
+7
| +0.1% | +$314 | 0.47% | 27 |
|
|
2015
Q2 | $421K | Sell |
9,542
-1,242
| -12% | -$56.7K | 0.44% | 27 |
|
|
2015
Q1 | $438K | Buy |
10,784
+897
| +9% | +$39.1K | 0.46% | 27 |
|
|
2014
Q4 | $465K | Buy |
+9,887
| New | +$464K | 0.48% | 28 |
|
Other funds holding MSFT
