TrueWealth LLC’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3.81M | Buy |
18,735
+435
| +2% | +$88.5K | 1.6% | 11 |
|
|
2020
Q1 | $2.89M | Buy |
18,300
+440
| +2% | +$69.4K | 1.41% | 12 |
|
|
2019
Q4 | $2.82M | Buy |
17,860
+373
| +2% | +$58.8K | 1.14% | 12 |
|
|
2019
Q3 | $2.43M | Buy |
17,487
+1,097
| +7% | +$153K | 1.05% | 16 |
|
|
2019
Q2 | $2.2M | Buy |
16,390
+24
| +0.1% | +$3.22K | 0.98% | 17 |
|
|
2019
Q1 | $1.93M | Sell |
16,366
-129
| -0.8% | -$15.2K | 0.89% | 19 |
|
|
2018
Q4 | $1.68M | Buy |
16,495
+4,318
| +35% | +$438K | 0.85% | 20 |
|
|
2018
Q3 | $1.39M | Buy |
12,177
+35
| +0.3% | +$4K | 0.64% | 23 |
|
|
2018
Q2 | $1.2M | Buy |
12,142
+2,025
| +20% | +$200K | 0.57% | 26 |
|
|
2018
Q1 | $923K | Sell |
10,117
-252
| -2% | -$23K | 0.47% | 31 |
|
|
2017
Q4 | $887K | Buy |
+10,369
| New | +$887K | 0.42% | 35 |
|