Strategic Wealth Management Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.95M | Sell |
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|
2021
Q1 | $2.04M | Sell |
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|
2020
Q4 | $2.04M | Buy |
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|
2020
Q3 | $1.86M | Buy |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $1.23M | Buy |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $863K | Sell |
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|
2019
Q2 | $853K | Buy |
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|
2019
Q1 | $746K | Sell |
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|
2018
Q4 | $736K | Buy |
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