RWG
Regal Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $691K | Buy |
1,877
+586
| +45% | +$216K | 0.43% | 25 |
|
|
2023
Q3 | $408K | Sell |
1,291
-35
| -3% | -$11.1K | 0.28% | 28 |
|
|
2023
Q2 | $447K | Buy |
1,326
+1
| +0.1% | +$337 | 0.29% | 28 |
|
|
2023
Q1 | $382K | Sell |
1,325
-132
| -9% | -$38.1K | 0.27% | 34 |
|
|
2022
Q4 | $350K | Buy |
1,457
+184
| +14% | +$44.1K | 0.26% | 31 |
|
|
2022
Q3 | $301K | Sell |
1,273
-8,067
| -86% | -$1.91M | 0.23% | 32 |
|
|
2022
Q2 | $2.4M | Buy |
9,340
+121
| +1% | +$31.1K | 1.73% | 15 |
|
|
2022
Q1 | $2.63M | Buy |
9,219
+100
| +1% | +$28.5K | 1.64% | 15 |
|
|
2021
Q4 | $3.07M | Buy |
9,119
+100
| +1% | +$33.6K | 1.73% | 15 |
|
|
2021
Q3 | $2.54M | Sell |
9,019
-17
| -0.2% | -$4.79K | 1.53% | 16 |
|
|
2021
Q2 | $2.45M | Sell |
9,036
-905
| -9% | -$245K | 1.45% | 18 |
|
|
2021
Q1 | $2.34M | Buy |
9,941
+1
| +0% | +$236 | 1.38% | 15 |
|
|
2020
Q4 | $2.21M | Sell |
9,940
-198
| -2% | -$44K | 1.35% | 17 |
|
|
2020
Q3 | $2.13M | Buy |
10,138
+1
| +0% | +$210 | 1.66% | 16 |
|
|
2020
Q2 | $2.06M | Hold |
10,137
| – | – | 1.7% | 14 |
|
|
2020
Q1 | $1.6M | Buy |
10,137
+29
| +0.3% | +$4.57K | 1.57% | 15 |
|
|
2019
Q4 | $1.59M | Sell |
10,108
-2
| -0% | -$315 | 1.03% | 22 |
|
|
2019
Q3 | $1.41M | Buy |
10,110
+9
| +0.1% | +$1.25K | 0.97% | 21 |
|
|
2019
Q2 | $1.35M | Buy |
10,101
+2
| +0% | +$268 | 0.94% | 21 |
|
|
2019
Q1 | $1.19M | Buy |
10,099
+439
| +5% | +$51.8K | 0.86% | 21 |
|
|
2018
Q4 | $981K | Sell |
9,660
-987
| -9% | -$100K | 0.89% | 21 |
|
|
2018
Q3 | $1.22M | Buy |
10,647
+2
| +0% | +$229 | 0.83% | 22 |
|
|
2018
Q2 | $1.05M | Buy |
10,645
+3
| +0% | +$296 | 1.12% | 21 |
|
|
2018
Q1 | $971K | Buy |
10,642
+4
| +0% | +$365 | 0.75% | 20 |
|
|
2017
Q4 | $910K | Buy |
10,638
+96
| +0.9% | +$8.21K | 0.64% | 22 |
|
|
2017
Q3 | $785K | Sell |
10,542
-8,238
| -44% | -$613K | 0.58% | 23 |
|
|
2017
Q2 | $1.29M | Sell |
18,780
-1,086
| -5% | -$74.8K | 1.01% | 20 |
|
|
2017
Q1 | $1.31M | Sell |
19,866
-16
| -0.1% | -$1.05K | 1% | 25 |
|
|
2016
Q4 | $1.24M | Sell |
19,882
-138
| -0.7% | -$8.57K | 1% | 26 |
|
|
2016
Q3 | $1.15M | Buy |
20,020
+62
| +0.3% | +$3.57K | 1.05% | 20 |
|
|
2016
Q2 | $1.02M | Buy |
19,958
+68
| +0.3% | +$3.48K | 0.96% | 20 |
|
|
2016
Q1 | $1.1M | Buy |
19,890
+69
| +0.3% | +$3.81K | 1.06% | 19 |
|
|
2015
Q4 | $1.1M | Buy |
+19,821
| New | +$1.1M | 1.09% | 19 |
|