Provence Wealth Management Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.8M | Buy |
12,772
+2,539
| +25% | +$955K | 2.58% | 5 |
|
|
2023
Q3 | $3.23M | Buy |
10,233
+304
| +3% | +$96K | 1.98% | 12 |
|
|
2023
Q2 | $3.38M | Sell |
9,929
-67
| -0.7% | -$22.8K | 1.99% | 10 |
|
|
2023
Q1 | $2.88M | Buy |
9,996
+2,301
| +30% | +$663K | 1.92% | 9 |
|
|
2022
Q4 | $1.85M | Buy |
7,695
+6,626
| +620% | +$1.59M | 1.51% | 15 |
|
|
2022
Q3 | $249K | Buy |
1,069
+29
| +3% | +$6.76K | 0.33% | 41 |
|
|
2022
Q2 | $267K | Buy |
1,040
+62
| +6% | +$15.9K | 0.35% | 44 |
|
|
2022
Q1 | $301K | Buy |
978
+50
| +5% | +$15.4K | 0.34% | 41 |
|
|
2021
Q4 | $312K | Buy |
+928
| New | +$312K | 0.35% | 50 |
|