RG
Retirement Group’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.98M | Buy |
4,709
+287
| +6% | +$121K | 0.71% | 22 |
|
2023
Q4 | $1.66M | Buy |
4,422
+51
| +1% | +$19.2K | 0.67% | 24 |
|
2023
Q3 | $1.36M | Buy |
4,371
+258
| +6% | +$80.4K | 0.57% | 29 |
|
2023
Q2 | $1.38M | Buy |
4,113
+94
| +2% | +$31.6K | 0.57% | 30 |
|
2023
Q1 | $1.16M | Buy |
4,019
+26
| +0.7% | +$7.48K | 0.53% | 30 |
|
2022
Q4 | $957K | Buy |
3,993
+2,132
| +115% | +$511K | 0.46% | 37 |
|
2022
Q3 | $433K | Sell |
1,861
-2,905
| -61% | -$676K | 0.35% | 45 |
|
2022
Q2 | $1.22M | Buy |
4,766
+159
| +3% | +$40.7K | 0.51% | 30 |
|
2022
Q1 | $1.42M | Sell |
4,607
-4
| -0.1% | -$1.23K | 0.55% | 29 |
|
2021
Q4 | $1.55M | Buy |
4,611
+860
| +23% | +$289K | 0.68% | 27 |
|
2021
Q3 | $1.06M | Buy |
3,751
+18
| +0.5% | +$5.08K | 0.49% | 40 |
|
2021
Q2 | $1.01M | Sell |
3,733
-8,014
| -68% | -$2.17M | 0.49% | 39 |
|
2021
Q1 | $2.77M | Buy |
11,747
+1,107
| +10% | +$261K | 1.26% | 20 |
|
2020
Q4 | $2.37M | Buy |
10,640
+488
| +5% | +$109K | 1.09% | 25 |
|
2020
Q3 | $2.14M | Buy |
10,152
+560
| +6% | +$118K | 1.2% | 20 |
|
2020
Q2 | $1.95M | Buy |
+9,592
| New | +$1.95M | 1.21% | 21 |
|
2019
Q4 | $1.35M | Buy |
+8,554
| New | +$1.35M | 0.88% | 29 |
|