Monumental Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.3M | Sell |
3,017
-310
| -9% | -$133K | 0.48% | 20 |
|
|
2024
Q2 | $1.49M | Sell |
3,327
-454
| -12% | -$203K | 0.65% | 19 |
|
|
2024
Q1 | $1.59M | Sell |
3,781
-146
| -4% | -$61.4K | 0.85% | 18 |
|
|
2023
Q4 | $1.48M | Sell |
3,927
-125
| -3% | -$47K | 0.88% | 18 |
|
|
2023
Q3 | $1.28M | Buy |
4,052
+345
| +9% | +$109K | 0.85% | 22 |
|
|
2023
Q2 | $1.26M | Sell |
3,707
-718
| -16% | -$245K | 0.85% | 22 |
|
|
2023
Q1 | $1.28M | Buy |
4,425
+233
| +6% | +$67.2K | 0.91% | 20 |
|
|
2022
Q4 | $1.01M | Buy |
4,192
+2,052
| +96% | +$492K | 0.81% | 29 |
|
|
2022
Q3 | $498K | Buy |
2,140
+473
| +28% | +$110K | 0.47% | 19 |
|
|
2022
Q2 | $428K | Buy |
1,667
+1,577
| +1,752% | +$405K | 0.39% | 25 |
|
|
2022
Q1 | $28K | Buy |
+90
| New | +$28K | 0.02% | 37 |
|
|
2021
Q3 | – | Sell |
-826
| Closed | -$224K | – | 67 |
|
|
2021
Q2 | $224K | Sell |
826
-3,840
| -82% | -$1.04M | 0.19% | 23 |
|
|
2021
Q1 | $1.1M | Buy |
+4,666
| New | +$1.1M | 1.05% | 12 |
|