Professional Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $12.7M | Sell |
45,047
-2,602
| -5% | -$734K | 6.06% | 3 |
|
|
2021
Q2 | $12.9M | Sell |
47,649
-146
| -0.3% | -$39.6K | 5.93% | 3 |
|
|
2021
Q1 | $11.3M | Sell |
47,795
-7,813
| -14% | -$1.84M | 5.5% | 3 |
|
|
2020
Q4 | $12.4M | Buy |
55,608
+448
| +0.8% | +$99.6K | 5% | 3 |
|
|
2020
Q3 | $11.6M | Buy |
55,160
+1,136
| +2% | +$239K | 8.84% | 2 |
|
|
2020
Q2 | $11M | Buy |
54,024
+6,309
| +13% | +$1.28M | 5.86% | 3 |
|
|
2020
Q1 | $7.6M | Buy |
47,715
+1,678
| +4% | +$267K | 8.86% | 4 |
|
|
2019
Q4 | $7.26M | Buy |
46,037
+2,707
| +6% | +$427K | 6.29% | 5 |
|
|
2019
Q3 | $6.02M | Buy |
43,330
+2,960
| +7% | +$412K | 6.4% | 6 |
|
|
2019
Q2 | $5.41M | Buy |
40,370
+3,188
| +9% | +$427K | 6.38% | 6 |
|
|
2019
Q1 | $4.39M | Buy |
37,182
+1,947
| +6% | +$230K | 5.36% | 7 |
|
|
2018
Q4 | $3.58M | Buy |
35,235
+3,520
| +11% | +$358K | 4.88% | 8 |
|
|
2018
Q3 | $3.63M | Buy |
31,715
+2,641
| +9% | +$302K | 5.08% | 8 |
|
|
2018
Q2 | $2.87M | Buy |
29,074
+2,096
| +8% | +$207K | 4.53% | 9 |
|
|
2018
Q1 | $2.46M | Buy |
26,978
+1,549
| +6% | +$141K | 4.19% | 10 |
|
|
2017
Q4 | $2.18M | Buy |
+25,429
| New | +$2.18M | 3.98% | 10 |
|