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 |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $434K | Sell |
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|
2023
Q1 | $583K | Sell |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $676 | Sell |
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|
2022
Q2 | $785K | Sell |
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|
2022
Q1 | $944 | Sell |
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|
2021
Q4 | $1.06M | Buy |
|
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|
2021
Q3 | $861K | Buy |
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|
2021
Q2 | $826K | Sell |
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|
2021
Q1 | $840K | Sell |
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|
2020
Q4 | $6.01M | Sell |
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|
2020
Q3 | $6.39M | Sell |
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|
2020
Q2 | $6.45M | Sell |
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|
2020
Q1 | $5.04M | Buy |
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|
2019
Q4 | $4.48M | Buy |
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|
2019
Q3 | $3.88M | Buy |
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|
2019
Q2 | $3.65M | Buy |
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|
2019
Q1 | $948K | Sell |
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|
2018
Q4 | $892K | Buy |
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|
2018
Q3 | $918K | Buy |
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