Piershale Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $324K | Hold |
952
| – | – | 0.21% | 12 |
|
2023
Q1 | $274K | Hold |
952
| – | – | 0.22% | 8 |
|
2022
Q4 | $228K | Sell |
952
-366
| -28% | -$87.8K | 0.19% | 10 |
|
2022
Q3 | $307K | Hold |
1,318
| – | – | 0.23% | 8 |
|
2022
Q2 | $339K | Hold |
1,318
| – | – | 0.31% | 7 |
|
2022
Q1 | $406K | Hold |
1,318
| – | – | 0.37% | 5 |
|
2021
Q4 | $443K | Sell |
1,318
-92
| -7% | -$30.9K | 0.17% | 14 |
|
2021
Q3 | $398K | Hold |
1,410
| – | – | 0.16% | 25 |
|
2021
Q2 | $382K | Buy |
1,410
+72
| +5% | +$19.5K | 0.15% | 24 |
|
2021
Q1 | $315K | Buy |
1,338
+10
| +0.8% | +$2.35K | 0.14% | 25 |
|
2020
Q4 | $295K | Buy |
+1,328
| New | +$295K | 0.14% | 23 |
|
2016
Q4 | – | Sell |
-765
| Closed | -$44K | – | 93 |
|
2016
Q3 | $44K | Hold |
765
| – | – | 0.03% | 37 |
|
2016
Q2 | $39K | Hold |
765
| – | – | 0.03% | 36 |
|
2016
Q1 | $42K | Hold |
765
| – | – | 0.02% | 36 |
|
2015
Q4 | $42K | Hold |
765
| – | – | 0.03% | 42 |
|
2015
Q3 | $34K | Sell |
765
-1,798
| -70% | -$79.9K | 0.03% | 40 |
|
2015
Q2 | $113K | Buy |
2,563
+1,345
| +110% | +$59.3K | 0.09% | 23 |
|
2015
Q1 | $50K | Buy |
1,218
+453
| +59% | +$18.6K | 0.04% | 31 |
|
2014
Q4 | $36K | Hold |
765
| – | – | 0.02% | 52 |
|
2014
Q3 | $35K | Sell |
765
-400
| -34% | -$18.3K | 0.03% | 46 |
|
2014
Q2 | $49K | Buy |
1,165
+400
| +52% | +$16.8K | 0.04% | 51 |
|
2014
Q1 | $31K | Hold |
765
| – | – | 0.04% | 48 |
|
2013
Q4 | $29K | Sell |
765
-765
| -50% | -$29K | 0.04% | 39 |
|
2013
Q3 | $50K | Buy |
1,530
+765
| +100% | +$25K | 0.05% | 42 |
|
2013
Q2 | $26K | Buy |
+765
| New | +$26K | 0.05% | 36 |
|