Madison Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $27.6M | Sell |
87,269
-3,398
| -4% | -$1.07M | 5.79% | 1 |
|
|
2023
Q2 | $30.9M | Sell |
90,667
-2,095
| -2% | -$713K | 6.25% | 1 |
|
|
2023
Q1 | $26.7M | Sell |
92,762
-871
| -0.9% | -$251K | 5.78% | 1 |
|
|
2022
Q4 | $22.5M | Sell |
93,633
-3,213
| -3% | -$771K | 5.13% | 1 |
|
|
2022
Q3 | $22.6M | Sell |
96,846
-953
| -1% | -$222K | 5.54% | 1 |
|
|
2022
Q2 | $25.1M | Sell |
97,799
-568
| -0.6% | -$146K | 6.09% | 1 |
|
|
2022
Q1 | $30.3M | Sell |
98,367
-158
| -0.2% | -$48.7K | 6.37% | 1 |
|
|
2021
Q4 | $33.1M | Sell |
98,525
-1,739
| -2% | -$585K | 6.64% | 1 |
|
|
2021
Q3 | $28.3M | Buy |
100,264
+761
| +0.8% | +$215K | 6.18% | 1 |
|
|
2021
Q2 | $27M | Sell |
99,503
-5,371
| -5% | -$1.45M | 5.95% | 1 |
|
|
2021
Q1 | $24.7M | Sell |
104,874
-5,240
| -5% | -$1.24M | 6.05% | 1 |
|
|
2020
Q4 | $24.5M | Sell |
110,114
-3,864
| -3% | -$859K | 6.46% | 2 |
|
|
2020
Q3 | $24M | Sell |
113,978
-1,784
| -2% | -$375K | 7.19% | 1 |
|
|
2020
Q2 | $23.6M | Sell |
115,762
-3,969
| -3% | -$808K | 7.75% | 1 |
|
|
2020
Q1 | $18.9M | Sell |
119,731
-4,217
| -3% | -$665K | 7.57% | 1 |
|
|
2019
Q4 | $19.5M | Buy |
+123,948
| New | +$19.5M | 5.61% | 1 |
|