SBL
Sargent Bickham Lagudis’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.21M | Sell |
34,237
-1,093
| -3% | -$262K | 0.67% | 34 |
|
|
2022
Q3 | $8.23M | Sell |
35,330
-493
| -1% | -$115K | 0.74% | 32 |
|
|
2022
Q2 | $9.2M | Buy |
35,823
+2,368
| +7% | +$608K | 0.8% | 31 |
|
|
2022
Q1 | $10.3M | Sell |
33,455
-4,427
| -12% | -$1.36M | 0.8% | 30 |
|
|
2021
Q4 | $12.7M | Buy |
37,882
+1,286
| +4% | +$433K | 0.96% | 25 |
|
|
2021
Q3 | $10.3M | Sell |
36,596
-21
| -0.1% | -$5.92K | 0.84% | 26 |
|
|
2021
Q2 | $9.92M | Buy |
36,617
+8
| +0% | +$2.17K | 0.81% | 28 |
|
|
2021
Q1 | $8.63M | Buy |
36,609
+581
| +2% | +$137K | 0.76% | 29 |
|
|
2020
Q4 | $8.01M | Buy |
36,028
+1,023
| +3% | +$228K | 0.74% | 31 |
|
|
2020
Q3 | $7.36M | Sell |
35,005
-345
| -1% | -$72.6K | 0.74% | 30 |
|
|
2020
Q2 | $7.19M | Buy |
35,350
+500
| +1% | +$102K | 0.77% | 30 |
|
|
2020
Q1 | $5.5M | Buy |
34,850
+7,060
| +25% | +$1.11M | 0.71% | 29 |
|
|
2019
Q4 | $4.38M | Buy |
27,790
+883
| +3% | +$139K | 0.49% | 45 |
|
|
2019
Q3 | $3.74M | Buy |
26,907
+3,118
| +13% | +$434K | 0.45% | 51 |
|
|
2019
Q2 | $3.19M | Buy |
23,789
+712
| +3% | +$95.4K | 0.38% | 60 |
|
|
2019
Q1 | $2.72M | Buy |
23,077
+3,929
| +21% | +$463K | 0.32% | 73 |
|
|
2018
Q4 | $1.95M | Buy |
19,148
+7,647
| +66% | +$777K | 0.25% | 82 |
|
|
2018
Q3 | $1.32M | Buy |
11,501
+1,104
| +11% | +$126K | 0.16% | 108 |
|
|
2018
Q2 | $1.03M | Sell |
10,397
-114
| -1% | -$11.2K | 0.13% | 114 |
|
|
2018
Q1 | $959K | Sell |
10,511
-1,388
| -12% | -$127K | 0.12% | 114 |
|
|
2017
Q4 | $1.02M | Buy |
11,899
+551
| +5% | +$47.1K | 0.12% | 122 |
|
|
2017
Q3 | $845K | Sell |
11,348
-616
| -5% | -$45.9K | 0.11% | 126 |
|
|
2017
Q2 | $825K | Buy |
11,964
+906
| +8% | +$62.5K | 0.11% | 124 |
|
|
2017
Q1 | $728K | Buy |
11,058
+387
| +4% | +$25.5K | 0.09% | 132 |
|
|
2016
Q4 | $663K | Buy |
10,671
+10,524
| +7,159% | +$654K | 0.1% | 122 |
|
|
2016
Q3 | $555 | Sell |
147
-6,915
| -98% | -$26.1K | 0.08% | 130 |
|
|
2016
Q2 | $361K | Buy |
7,062
+1,987
| +39% | +$102K | 0.06% | 155 |
|
|
2016
Q1 | $280K | Buy |
+5,075
| New | +$280K | 0.05% | 172 |
|