Surevest’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.77M | Buy |
20,496
+15
| +0.1% | +$3.49K | 1.3% | 13 |
|
|
2022
Q2 | $5.26M | Buy |
20,481
+1,532
| +8% | +$393K | 1.38% | 13 |
|
|
2022
Q1 | $5.84M | Sell |
18,949
-3,741
| -16% | -$1.15M | 1.41% | 14 |
|
|
2021
Q4 | $7.63M | Sell |
22,690
-1,275
| -5% | -$429K | 1.81% | 9 |
|
|
2021
Q3 | $6.76M | Buy |
23,965
+764
| +3% | +$215K | 1.71% | 13 |
|
|
2021
Q2 | $6.29M | Buy |
23,201
+8
| +0% | +$2.17K | 1.64% | 12 |
|
|
2021
Q1 | $5.47M | Buy |
23,193
+314
| +1% | +$74K | 1.65% | 10 |
|
|
2020
Q4 | $5.09M | Buy |
22,879
+1,021
| +5% | +$227K | 1.7% | 12 |
|
|
2020
Q3 | $4.6M | Sell |
21,858
-346
| -2% | -$72.8K | 1.81% | 11 |
|
|
2020
Q2 | $4.52M | Buy |
22,204
+2,598
| +13% | +$529K | 2% | 6 |
|
|
2020
Q1 | $3.09M | Buy |
19,606
+13,138
| +203% | +$2.07M | 1.68% | 6 |
|
|
2019
Q4 | $1.02M | Buy |
6,468
+584
| +10% | +$92.1K | 0.44% | 83 |
|
|
2019
Q3 | $818K | Buy |
5,884
+517
| +10% | +$71.9K | 0.4% | 88 |
|
|
2019
Q2 | $719K | Buy |
5,367
+1,446
| +37% | +$194K | 0.37% | 90 |
|
|
2019
Q1 | $462K | Sell |
3,921
-897
| -19% | -$106K | 0.28% | 96 |
|
|
2018
Q4 | $489K | Buy |
+4,818
| New | +$489K | 0.39% | 55 |
|