MSWM
Mader & Shannon Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-101,410
| Closed | -$4.71M | – | 27 |
|
|
2014
Q4 | $4.71M | Sell |
101,410
-21,779
| -18% | -$1.01M | 3.17% | 15 |
|
|
2014
Q3 | $5.71M | Buy |
123,189
+71,157
| +137% | +$3.3M | 11.13% | 2 |
|
|
2014
Q2 | $2.17M | Buy |
+52,032
| New | +$2.17M | 1.67% | 22 |
|