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Patriot Wealth Management’s Microsoft MSFT Stock Holding History

Patriot Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$17.4M Sell
171,735
-4,505
-3% -$483K 2.55% 6
2018
Q3 		$20.2M Buy
176,240
+3,839
+2% +$416K 2.54% 6
2018
Q2 		$17M Buy
172,401
+41,023
+31% +$3.98M 2.33% 9
2018
Q1 		$12M Sell
131,378
-8,914
-6% -$815K 1.71% 12
2017
Q4 		$12M Buy
140,292
+13,141
+10% +$1.08M 1.7% 12
2017
Q3 		$9.47M Buy
127,151
+198
+0.2% +$14.5K 1.54% 18
2017
Q2 		$8.75M Sell
126,953
-55,080
-30% -$3.78M 1.46% 16
2017
Q1 		$12M Buy
182,033
+2,137
+1% +$137K 1.92% 8
2016
Q4 		$11.2M Sell
179,896
-766
-0.4% -$46.1K 2.11% 10
2016
Q3 		$10.4M Sell
180,662
-5,406
-3% -$305K 2.01% 13
2016
Q2 		$9.52M Buy
186,068
+5,973
+3% +$310K 1.88% 12
2016
Q1 		$9.95M Buy
180,095
+2,324
+1% +$122K 2.01% 12
2015
Q4 		$9.86M Buy
177,771
+457
+0.3% +$24K 2.04% 13
2015
Q3 		$7.85M Buy
177,314
+5,086
+3% +$228K 1.81% 15
2015
Q2 		$7.6M Buy
172,228
+1,878
+1% +$85.7K 1.7% 17
2015
Q1 		$6.93M Buy
170,350
+5,820
+4% +$253K 1.54% 21
2014
Q4 		$7.64M Buy
164,530
+3,016
+2% +$142K 1.79% 18
2014
Q3 		$7.49M Buy
161,514
+4,271
+3% +$191K 1.85% 13
2014
Q2 		$6.56M Buy
157,243
+877
+0.6% +$35.5K 1.66% 19
2014
Q1 		$6.41M Buy
156,366
+46,389
+42% +$1.74M 1.71% 18
2013
Q4 		$4.11M Buy
+109,977
New +$3.99M 1.13% 35

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