SIP
Scott Investment Partners’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.12M | Hold |
6,700
| – | – | 4.86% | 2 |
|
|
2023
Q2 | $2.28M | Hold |
6,700
| – | – | 5.13% | 1 |
|
|
2023
Q1 | $1.93M | Hold |
6,700
| – | – | 4.45% | 2 |
|
|
2022
Q4 | $1.61M | Hold |
6,700
| – | – | 3.88% | 4 |
|
|
2022
Q3 | $1.56M | Sell |
6,700
-22,500
| -77% | -$5.24M | 4.19% | 3 |
|
|
2022
Q2 | $7.5M | Hold |
29,200
| – | – | 4.99% | 2 |
|
|
2022
Q1 | $9M | Hold |
29,200
| – | – | 5.42% | 1 |
|
|
2021
Q4 | $9.82M | Hold |
29,200
| – | – | 6.13% | 1 |
|
|
2021
Q3 | $8.23M | Hold |
29,200
| – | – | 5.65% | 1 |
|
|
2021
Q2 | $7.91M | Hold |
29,200
| – | – | 5.56% | 1 |
|
|
2021
Q1 | $6.88M | Hold |
29,200
| – | – | 5.06% | 1 |
|
|
2020
Q4 | $6.5M | Buy |
+29,200
| New | +$6.5M | 5.13% | 1 |
|