Patriot Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $17.4M | Sell |
171,735
-4,505
| -3% | -$458K | 2.55% | 6 |
|
|
2018
Q3 | $20.2M | Buy |
176,240
+3,839
| +2% | +$439K | 2.54% | 6 |
|
|
2018
Q2 | $17M | Buy |
172,401
+41,023
| +31% | +$4.05M | 2.33% | 9 |
|
|
2018
Q1 | $12M | Sell |
131,378
-8,914
| -6% | -$814K | 1.71% | 12 |
|
|
2017
Q4 | $12M | Buy |
140,292
+13,141
| +10% | +$1.12M | 1.7% | 12 |
|
|
2017
Q3 | $9.47M | Buy |
127,151
+198
| +0.2% | +$14.8K | 1.54% | 18 |
|
|
2017
Q2 | $8.75M | Sell |
126,953
-55,080
| -30% | -$3.8M | 1.46% | 16 |
|
|
2017
Q1 | $12M | Buy |
182,033
+2,137
| +1% | +$141K | 1.92% | 8 |
|
|
2016
Q4 | $11.2M | Sell |
179,896
-766
| -0.4% | -$47.6K | 2.11% | 10 |
|
|
2016
Q3 | $10.4M | Sell |
180,662
-5,406
| -3% | -$311K | 2.01% | 13 |
|
|
2016
Q2 | $9.52M | Buy |
186,068
+5,973
| +3% | +$306K | 1.88% | 12 |
|
|
2016
Q1 | $9.95M | Buy |
180,095
+2,324
| +1% | +$128K | 2.01% | 12 |
|
|
2015
Q4 | $9.86M | Buy |
177,771
+457
| +0.3% | +$25.4K | 2.04% | 13 |
|
|
2015
Q3 | $7.85M | Buy |
177,314
+5,086
| +3% | +$225K | 1.81% | 15 |
|
|
2015
Q2 | $7.6M | Buy |
172,228
+1,878
| +1% | +$82.9K | 1.7% | 17 |
|
|
2015
Q1 | $6.93M | Buy |
170,350
+5,820
| +4% | +$237K | 1.54% | 21 |
|
|
2014
Q4 | $7.64M | Buy |
164,530
+3,016
| +2% | +$140K | 1.79% | 18 |
|
|
2014
Q3 | $7.49M | Buy |
161,514
+4,271
| +3% | +$198K | 1.85% | 13 |
|
|
2014
Q2 | $6.56M | Buy |
157,243
+877
| +0.6% | +$36.6K | 1.66% | 19 |
|
|
2014
Q1 | $6.41M | Buy |
156,366
+46,389
| +42% | +$1.9M | 1.71% | 18 |
|
|
2013
Q4 | $4.11M | Buy |
+109,977
| New | +$4.11M | 1.13% | 35 |
|