SAM
Strategic Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $147K | Sell |
629
-35
| -5% | -$8.18K | 0.25% | 63 |
|
|
2022
Q2 | $171K | Buy |
664
+5
| +0.8% | +$1.29K | 0.27% | 63 |
|
|
2022
Q1 | $203K | Buy |
659
+37
| +6% | +$11.4K | 0.29% | 59 |
|
|
2021
Q4 | $209K | Buy |
622
+52
| +9% | +$17.5K | 0.29% | 57 |
|
|
2021
Q3 | $168K | Buy |
+570
| New | +$168K | 0.24% | 73 |
|