Milestone Advisory Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $326K | Hold |
1,033
| – | – | 0.27% | 49 |
|
|
2023
Q2 | $352K | Hold |
1,033
| – | – | 0.32% | 46 |
|
|
2023
Q1 | $298K | Hold |
1,033
| – | – | 0.27% | 54 |
|
|
2022
Q4 | $248K | Hold |
1,033
| – | – | 0.18% | 61 |
|
|
2022
Q3 | $241K | Hold |
1,033
| – | – | 0.18% | 60 |
|
|
2022
Q2 | $268K | Sell |
1,033
-193
| -16% | -$50.1K | 0.22% | 55 |
|
|
2022
Q1 | $378K | Buy |
1,226
+203
| +20% | +$62.6K | 0.2% | 54 |
|
|
2021
Q4 | $344K | Hold |
1,023
| – | – | 0.17% | 60 |
|
|
2021
Q3 | $288K | Sell |
1,023
-230
| -18% | -$64.8K | 0.17% | 67 |
|
|
2021
Q2 | $339K | Hold |
1,253
| – | – | 0.18% | 60 |
|
|
2021
Q1 | $295K | Hold |
1,253
| – | – | 0.16% | 57 |
|
|
2020
Q4 | $279K | Sell |
1,253
-79
| -6% | -$17.6K | 0.16% | 52 |
|
|
2020
Q3 | $280K | Sell |
1,332
-137
| -9% | -$28.8K | 0.17% | 41 |
|
|
2020
Q2 | $299K | Hold |
1,469
| – | – | 0.18% | 40 |
|
|
2020
Q1 | $232K | Buy |
1,469
+50
| +4% | +$7.9K | 0.16% | 38 |
|
|
2019
Q4 | $224K | Buy |
+1,419
| New | +$224K | 0.12% | 54 |
|
|
2018
Q3 | – | Sell |
-2,541
| Closed | -$251K | – | 48 |
|
|
2018
Q2 | $251K | Buy |
2,541
+240
| +10% | +$23.7K | 0.19% | 44 |
|
|
2018
Q1 | $210K | Sell |
2,301
-478
| -17% | -$43.6K | 0.16% | 46 |
|
|
2017
Q4 | $238K | Buy |
+2,779
| New | +$238K | 0.18% | 44 |
|