Newman & Schimel’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1M | Buy |
4,190
+756
| +22% | +$181K | 0.45% | 21 |
|
|
2022
Q3 | $800K | Buy |
3,434
+275
| +9% | +$64.1K | 0.4% | 23 |
|
|
2022
Q2 | $811K | Sell |
3,159
-196
| -6% | -$50.3K | 0.39% | 23 |
|
|
2022
Q1 | $1.03M | Sell |
3,355
-2,793
| -45% | -$861K | 0.67% | 19 |
|
|
2021
Q4 | $2.07M | Sell |
6,148
-245
| -4% | -$82.4K | 1.17% | 12 |
|
|
2021
Q3 | $1.8M | Buy |
6,393
+10
| +0.2% | +$2.82K | 1.13% | 11 |
|
|
2021
Q2 | $1.73M | Buy |
6,383
+4
| +0.1% | +$1.08K | 1.09% | 10 |
|
|
2021
Q1 | $1.5M | Buy |
6,379
+2,840
| +80% | +$670K | 1.01% | 11 |
|
|
2020
Q4 | $787K | Buy |
+3,539
| New | +$787K | 0.65% | 15 |
|