Northstar Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $6.73M | Sell |
32,014
-5,728
| -15% | -$1.2M | 3.14% | 4 |
|
|
2020
Q2 | $7.68M | Sell |
37,742
-775
| -2% | -$158K | 3.21% | 1 |
|
|
2020
Q1 | $6.07M | Sell |
38,517
-16
| -0% | -$2.52K | 3.09% | 1 |
|
|
2019
Q4 | $6.08M | Buy |
38,533
+94
| +0.2% | +$14.8K | 2.49% | 5 |
|
|
2019
Q3 | $5.34M | Sell |
38,439
-414
| -1% | -$57.6K | 2.35% | 6 |
|
|
2019
Q2 | $5.21M | Sell |
38,853
-419
| -1% | -$56.1K | 2.32% | 5 |
|
|
2019
Q1 | $4.63M | Buy |
39,272
+198
| +0.5% | +$23.4K | 2.12% | 9 |
|
|
2018
Q4 | $3.97M | Buy |
39,074
+599
| +2% | +$60.8K | 2.08% | 9 |
|
|
2018
Q3 | $4.4M | Sell |
38,475
-1,004
| -3% | -$115K | 2.11% | 9 |
|
|
2018
Q2 | $3.89M | Sell |
39,479
-408
| -1% | -$40.2K | 1.95% | 6 |
|
|
2018
Q1 | $3.64M | Buy |
39,887
+27,368
| +219% | +$2.5M | 1.86% | 9 |
|
|
2017
Q4 | $1.11M | Buy |
12,519
+1,428
| +13% | +$126K | 0.98% | 36 |
|
|
2017
Q3 | $846K | Buy |
11,091
+2,312
| +26% | +$176K | 0.83% | 43 |
|
|
2017
Q2 | $614K | Sell |
8,779
-108
| -1% | -$7.55K | 0.56% | 60 |
|
|
2017
Q1 | $583K | Buy |
+8,887
| New | +$583K | 0.54% | 59 |
|