Sonen Capital’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.78M | Sell |
10,047
-85
| -0.8% | -$32K | 7.16% | 2 |
|
|
2023
Q3 | $3.2M | Buy |
10,132
+28
| +0.3% | +$8.84K | 6.28% | 2 |
|
|
2023
Q2 | $3.44M | Hold |
10,104
| – | – | 5.71% | 3 |
|
|
2023
Q1 | $2.91M | Sell |
10,104
-71
| -0.7% | -$20.5K | 4.94% | 3 |
|
|
2022
Q4 | $2.44M | Buy |
10,175
+388
| +4% | +$93.1K | 3.99% | 2 |
|
|
2022
Q3 | $2.28M | Sell |
9,787
-1,986
| -17% | -$463K | 3.7% | 2 |
|
|
2022
Q2 | $3.02M | Buy |
11,773
+7,537
| +178% | +$1.94M | 4.33% | 2 |
|
|
2022
Q1 | $1.31M | Sell |
4,236
-3,417
| -45% | -$1.05M | 1.58% | 18 |
|
|
2021
Q4 | $2.57M | Buy |
+7,653
| New | +$2.57M | 2.49% | 8 |
|