Personal Wealth Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,286
| Closed | -$705K | – | 44 |
|
|
2022
Q1 | $705K | Buy |
2,286
+42
| +2% | +$13K | 0.31% | 36 |
|
|
2021
Q4 | $755K | Sell |
2,244
-250
| -10% | -$84.1K | 0.31% | 37 |
|
|
2021
Q3 | $703K | Hold |
2,494
| – | – | 0.3% | 38 |
|
|
2021
Q2 | $676K | Sell |
2,494
-89
| -3% | -$24.1K | 0.27% | 39 |
|
|
2021
Q1 | $609K | Buy |
2,583
+250
| +11% | +$58.9K | 0.27% | 39 |
|
|
2020
Q4 | $519K | Hold |
2,333
| – | – | 0.24% | 38 |
|
|
2020
Q3 | $491K | Buy |
2,333
+207
| +10% | +$43.6K | 0.26% | 36 |
|
|
2020
Q2 | $433K | Buy |
2,126
+36
| +2% | +$7.33K | 0.24% | 39 |
|
|
2020
Q1 | $330K | Sell |
2,090
-100
| -5% | -$15.8K | 0.2% | 47 |
|
|
2019
Q4 | $345K | Hold |
2,190
| – | – | 0.15% | 50 |
|
|
2019
Q3 | $304K | Buy |
2,190
+124
| +6% | +$17.2K | 0.14% | 53 |
|
|
2019
Q2 | $277K | Buy |
+2,066
| New | +$277K | 0.13% | 49 |
|