Triad Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.06M | Buy |
6,527
+744
| +13% | +$235K | 0.73% | 19 |
|
|
2023
Q2 | $1.97M | Sell |
5,783
-56
| -1% | -$19.1K | 0.81% | 18 |
|
|
2023
Q1 | $1.68M | Sell |
5,839
-354
| -6% | -$102K | 0.73% | 21 |
|
|
2022
Q4 | $1.49M | Sell |
6,193
-958
| -13% | -$230K | 0.66% | 21 |
|
|
2022
Q3 | $1.67M | Buy |
7,151
+16
| +0.2% | +$3.73K | 0.91% | 14 |
|
|
2022
Q2 | $1.83M | Sell |
7,135
-223
| -3% | -$57.3K | 1.01% | 13 |
|
|
2022
Q1 | $2.27M | Buy |
7,358
+21
| +0.3% | +$6.47K | 1.21% | 9 |
|
|
2021
Q4 | $2.47M | Buy |
+7,337
| New | +$2.47M | 1.46% | 8 |
|