PFA
Paradigm Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.27M | Sell |
12,696
-15
| -0.1% | -$5.05K | 0.94% | 31 |
|
|
2021
Q3 | $3.58M | Sell |
12,711
-285
| -2% | -$80.3K | 0.83% | 33 |
|
|
2021
Q2 | $3.52M | Sell |
12,996
-27
| -0.2% | -$7.32K | 0.78% | 37 |
|
|
2021
Q1 | $3.07M | Buy |
13,023
+1,015
| +8% | +$239K | 0.75% | 37 |
|
|
2020
Q4 | $2.67M | Sell |
12,008
-2,424
| -17% | -$539K | 0.72% | 37 |
|
|
2020
Q3 | $3.04M | Buy |
14,432
+779
| +6% | +$164K | 0.86% | 33 |
|
|
2020
Q2 | $2.78M | Buy |
13,653
+4,388
| +47% | +$893K | 0.88% | 35 |
|
|
2020
Q1 | $1.46M | Buy |
9,265
+1,378
| +17% | +$217K | 0.54% | 51 |
|
|
2019
Q4 | $1.24M | Buy |
7,887
+760
| +11% | +$120K | 0.43% | 52 |
|
|
2019
Q3 | $991K | Buy |
7,127
+1,039
| +17% | +$144K | 0.39% | 52 |
|
|
2019
Q2 | $816K | Sell |
6,088
-533
| -8% | -$71.4K | 0.3% | 59 |
|
|
2019
Q1 | $781K | Buy |
6,621
+630
| +11% | +$74.3K | 0.3% | 59 |
|
|
2018
Q4 | $609K | Sell |
5,991
-99
| -2% | -$10.1K | 0.27% | 63 |
|
|
2018
Q3 | $696K | Hold |
6,090
| – | – | 0.27% | 57 |
|
|
2018
Q2 | $600K | Sell |
6,090
-125
| -2% | -$12.3K | 0.26% | 58 |
|
|
2018
Q1 | $567K | Hold |
6,215
| – | – | 0.25% | 62 |
|
|
2017
Q4 | $531K | Hold |
6,215
| – | – | 0.24% | 62 |
|
|
2017
Q3 | $462K | Hold |
6,215
| – | – | 0.22% | 71 |
|
|
2017
Q2 | $428K | Hold |
6,215
| – | – | 0.22% | 68 |
|
|
2017
Q1 | $409K | Buy |
6,215
+182
| +3% | +$12K | 0.21% | 70 |
|
|
2016
Q4 | $374K | Sell |
6,033
-205
| -3% | -$12.7K | 0.2% | 72 |
|
|
2016
Q3 | $359K | Hold |
6,238
| – | – | 0.22% | 66 |
|
|
2016
Q2 | $319K | Hold |
6,238
| – | – | 0.19% | 69 |
|
|
2016
Q1 | $344K | Sell |
6,238
-106
| -2% | -$5.85K | 0.13% | 67 |
|
|
2015
Q4 | $351K | Sell |
6,344
-2,389
| -27% | -$132K | 0.22% | 66 |
|
|
2015
Q3 | $386K | Buy |
8,733
+2,898
| +50% | +$128K | 0.25% | 66 |
|
|
2015
Q2 | $257K | Sell |
5,835
-1,296
| -18% | -$57.1K | 0.19% | 79 |
|
|
2015
Q1 | $289K | Sell |
7,131
-4,173
| -37% | -$169K | 0.22% | 74 |
|
|
2014
Q4 | $525K | Sell |
11,304
-8,065
| -42% | -$375K | 0.43% | 48 |
|
|
2014
Q3 | $897K | Buy |
19,369
+104
| +0.5% | +$4.82K | 0.77% | 39 |
|
|
2014
Q2 | $803K | Buy |
19,265
+723
| +4% | +$30.1K | 0.68% | 42 |
|
|
2014
Q1 | $760K | Sell |
18,542
-3,013
| -14% | -$123K | 0.7% | 41 |
|
|
2013
Q4 | $806K | Buy |
+21,555
| New | +$806K | 0.79% | 40 |
|