Sanctuary Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $187K | Hold |
443
| – | – | 0.12% | 43 |
|
|
2024
Q3 | $191K | Hold |
443
| – | – | 0.14% | 45 |
|
|
2024
Q2 | $198K | Buy |
443
+17
| +4% | +$7.6K | 0.15% | 39 |
|
|
2024
Q1 | $179K | Hold |
426
| – | – | 0.15% | 42 |
|
|
2023
Q4 | $160K | Hold |
426
| – | – | 0.16% | 42 |
|
|
2023
Q3 | $135K | Buy |
426
+4
| +0.9% | +$1.26K | 0.15% | 42 |
|
|
2023
Q2 | $144K | Buy |
+422
| New | +$144K | 0.15% | 39 |
|
|
2022
Q4 | $149K | Buy |
+621
| New | +$149K | 0.17% | 32 |
|
|
2022
Q2 | – | Sell |
-806
| Closed | -$248K | – | 37 |
|
|
2022
Q1 | $248K | Buy |
806
+48
| +6% | +$14.8K | 0.27% | 31 |
|
|
2021
Q4 | $255K | Buy |
+758
| New | +$255K | 0.27% | 32 |
|