Triad Investment Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $685K | Hold |
1,628
| – | – | 0.83% | 29 |
|
|
2023
Q4 | $612K | Buy |
1,628
+128
| +9% | +$48.1K | 0.8% | 30 |
|
|
2023
Q3 | $474K | Hold |
1,500
| – | – | 0.69% | 32 |
|
|
2023
Q2 | $511K | Hold |
1,500
| – | – | 0.71% | 35 |
|
|
2023
Q1 | $432K | Hold |
1,500
| – | – | 0.63% | 36 |
|
|
2022
Q4 | $360K | Hold |
1,500
| – | – | 0.56% | 37 |
|
|
2022
Q3 | $349K | Hold |
1,500
| – | – | 0.61% | 37 |
|
|
2022
Q2 | $385K | Hold |
1,500
| – | – | 0.57% | 40 |
|
|
2022
Q1 | $462K | Hold |
1,500
| – | – | 0.44% | 43 |
|
|
2021
Q4 | $504K | Buy |
+1,500
| New | +$504K | 0.46% | 42 |
|
|
2020
Q4 | $378K | Sell |
1,700
-500
| -23% | -$111K | 0.42% | 38 |
|
|
2020
Q3 | $463K | Hold |
2,200
| – | – | 0.66% | 34 |
|
|
2020
Q2 | $448K | Hold |
2,200
| – | – | 0.61% | 36 |
|
|
2020
Q1 | $347K | Hold |
2,200
| – | – | 0.6% | 34 |
|
|
2019
Q4 | $347K | Hold |
2,200
| – | – | 0.34% | 40 |
|
|
2019
Q3 | $306K | Hold |
2,200
| – | – | 0.33% | 42 |
|
|
2019
Q2 | $295K | Hold |
2,200
| – | – | 0.31% | 40 |
|
|
2019
Q1 | $259K | Buy |
2,200
+200
| +10% | +$23.5K | 0.26% | 46 |
|
|
2018
Q4 | $203K | Buy |
+2,000
| New | +$203K | 0.27% | 50 |
|