MPA
Marvin & Palmer Associates’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,308
| Closed | -$5.06M | – | 41 |
|
|
2024
Q2 | $5.06M | Sell |
7,308
-4,709
| -39% | -$3.26M | 5.18% | 5 |
|
|
2024
Q1 | $5.06M | Sell |
12,017
-259
| -2% | -$109K | 5.01% | 4 |
|
|
2023
Q4 | $4.62M | Sell |
12,276
-11,304
| -48% | -$4.25M | 5.15% | 1 |
|
|
2023
Q3 | $7.45M | Sell |
23,580
-4,350
| -16% | -$1.37M | 4.83% | 12 |
|
|
2023
Q2 | $9.51M | Buy |
+27,930
| New | +$9.51M | 4.29% | 12 |
|
|
2022
Q1 | – | Sell |
-26,712
| Closed | -$8.98M | – | 39 |
|
|
2021
Q4 | $8.98M | Sell |
26,712
-4,815
| -15% | -$1.62M | 3.84% | 13 |
|
|
2021
Q3 | $8.89M | Buy |
+31,527
| New | +$8.89M | 3.6% | 20 |
|
|
2020
Q4 | – | Sell |
-42,626
| Closed | -$8.97M | – | 36 |
|
|
2020
Q3 | $8.97M | Buy |
42,626
+373
| +0.9% | +$78.5K | 4.73% | 4 |
|
|
2020
Q2 | $8.6M | Buy |
42,253
+5,772
| +16% | +$1.17M | 5.19% | 3 |
|
|
2020
Q1 | $5.75M | Sell |
36,481
-21,226
| -37% | -$3.35M | 5.5% | 2 |
|
|
2019
Q4 | $9.1M | Sell |
57,707
-1,164
| -2% | -$184K | 5.36% | 1 |
|
|
2019
Q3 | $8.19M | Sell |
58,871
-2,577
| -4% | -$358K | 5.38% | 2 |
|
|
2019
Q2 | $8.23M | Buy |
61,448
+3,581
| +6% | +$480K | 5.46% | 1 |
|
|
2019
Q1 | $6.83M | Hold |
57,867
| – | – | 5.32% | 3 |
|
|
2018
Q4 | $5.88M | Buy |
57,867
+6,157
| +12% | +$625K | 5.06% | 4 |
|
|
2018
Q3 | $5.91M | Buy |
+51,710
| New | +$5.91M | 4.48% | 9 |
|