Lee Financial Group Hawaii’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $387K | Hold |
920
| – | – | 0.3% | 27 |
|
|
2023
Q4 | $346K | Buy |
920
+1
| +0.1% | +$356 | 0.29% | 30 |
|
|
2023
Q3 | $290K | Sell |
919
-357
| -28% | -$118K | 0.27% | 29 |
|
|
2023
Q2 | $434K | Sell |
1,276
-747
| -37% | -$234K | 0.4% | 26 |
|
|
2023
Q1 | $583K | Sell |
2,023
-456
| -18% | -$116K | 0.6% | 16 |
|
|
2022
Q4 | $595K | Sell |
2,479
-423
| -15% | -$102K | 0.58% | 18 |
|
|
2022
Q3 | $676 | Sell |
2,902
-153
| -5% | -$40.4K | 0.54% | 20 |
|
|
2022
Q2 | $785K | Sell |
3,055
-8
| -0.3% | -$2.17K | 0.77% | 17 |
|
|
2022
Q1 | $944 | Sell |
3,063
-83
| -3% | -$25K | 0.64% | 17 |
|
|
2021
Q4 | $1.06M | Buy |
3,146
+94
| +3% | +$30.5K | 0.77% | 15 |
|
|
2021
Q3 | $861K | Buy |
3,052
+3
| +0.1% | +$873 | 0.63% | 16 |
|
|
2021
Q2 | $826K | Sell |
3,049
-515
| -14% | -$131K | 0.6% | 17 |
|
|
2021
Q1 | $840K | Sell |
3,564
-23,446
| -87% | -$5.44M | 0.69% | 14 |
|
|
2020
Q4 | $6.01M | Sell |
27,010
-3,385
| -11% | -$728K | 5.06% | 4 |
|
|
2020
Q3 | $6.39M | Sell |
30,395
-1,306
| -4% | -$274K | 5.31% | 4 |
|
|
2020
Q2 | $6.45M | Sell |
31,701
-273
| -0.9% | -$49.6K | 5.55% | 4 |
|
|
2020
Q1 | $5.04M | Buy |
31,974
+3,577
| +13% | +$588K | 5.78% | 6 |
|
|
2019
Q4 | $4.48M | Buy |
28,397
+455
| +2% | +$66.8K | 3.53% | 12 |
|
|
2019
Q3 | $3.88M | Buy |
27,942
+728
| +3% | +$100K | 3.46% | 11 |
|
|
2019
Q2 | $3.65M | Buy |
27,214
+19,177
| +239% | +$2.43M | 3.12% | 14 |
|
|
2019
Q1 | $948K | Sell |
8,037
-748
| -9% | -$81.6K | 0.88% | 21 |
|
|
2018
Q4 | $892K | Buy |
8,785
+760
| +9% | +$81.4K | 0.96% | 22 |
|
|
2018
Q3 | $918K | Buy |
+8,025
| New | +$870K | 0.82% | 29 |
|
Other funds holding MSFT
