Stevens First Principles Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $296K | Buy |
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|
2019
Q1 | $243K | Hold |
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|
2018
Q4 | $209K | Buy |
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|
2018
Q3 | $200K | Hold |
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|
2018
Q2 | $173K | Sell |
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|
2018
Q1 | $169K | Hold |
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|
2017
Q4 | $159K | Buy |
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|
2017
Q3 | $131K | Hold |
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|
2017
Q2 | $121K | Hold |
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|
2017
Q1 | $116K | Hold |
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|
2016
Q4 | $109K | Hold |
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|
2016
Q3 | $101K | Sell |
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|
2016
Q2 | $95K | Hold |
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|
2016
Q1 | $103K | Hold |
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|
2015
Q4 | $103K | Hold |
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|
2015
Q3 | $82K | Sell |
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|
2015
Q2 | $83K | Hold |
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|
2015
Q1 | $76K | Sell |
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|
2014
Q4 | $189K | Buy |
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|
2014
Q3 | $142K | Buy |
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|
2014
Q2 | $82K | Sell |
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|
2014
Q1 | $94K | Buy |
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|
2013
Q4 | $85K | Hold |
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|
2013
Q3 | $75K | Sell |
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|
2013
Q2 | $84K | Buy |
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