Sarah T. Connolly’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$389K Sell
1,035
-30,928
-97% -$11.6M 35.15% 1
2023
Q3
$10.1M Sell
31,963
-3,965
-11% -$1.25M 6.66% 1
2023
Q2
$12.2M Sell
35,928
-185
-0.5% -$63K 7.39% 1
2023
Q1
$10.4M Buy
36,113
+767
+2% +$221K 6.6% 1
2022
Q4
$8.48M Buy
35,346
+599
+2% +$144K 5.76% 1
2022
Q3
$8.09M Sell
34,747
-477
-1% -$111K 5.93% 1
2022
Q2
$9.05M Buy
35,224
+702
+2% +$180K 6.16% 1
2022
Q1
$10.6M Buy
34,522
+970
+3% +$299K 6.23% 1
2021
Q4
$11.3M Buy
33,552
+9,234
+38% +$3.11M 6.3% 1
2021
Q3
$6.86M Sell
24,318
-615
-2% -$173K 5.64% 1
2021
Q2
$6.76M Buy
24,933
+155
+0.6% +$42K 5.52% 1
2021
Q1
$5.84M Sell
24,778
-110
-0.4% -$25.9K 5.2% 1
2020
Q4
$5.54M Buy
+24,888
New +$5.54M 5.06% 1