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 |
|