SAM
Stone Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $218K | Sell |
757
-698
| -48% | -$201K | 0.35% | 34 |
|
|
2022
Q4 | $349K | Sell |
1,455
-725
| -33% | -$174K | 0.22% | 35 |
|
|
2022
Q3 | $508K | Buy |
2,180
+670
| +44% | +$156K | 0.33% | 32 |
|
|
2022
Q2 | $388K | Buy |
1,510
+300
| +25% | +$77.1K | 0.24% | 40 |
|
|
2022
Q1 | $373K | Sell |
1,210
-40
| -3% | -$12.3K | 0.21% | 37 |
|
|
2021
Q4 | $420K | Buy |
+1,250
| New | +$420K | 0.25% | 32 |
|