Vivid Financial Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $2.6M | Buy |
7,743
+677
| +10% | +$228K | 0.97% | 25 |
|
2021
Q3 | $1.99M | Sell |
7,066
-108
| -2% | -$30.4K | 0.82% | 29 |
|
2021
Q2 | $1.94M | Buy |
7,174
+215
| +3% | +$58.2K | 0.8% | 28 |
|
2021
Q1 | $1.64M | Buy |
6,959
+1,086
| +18% | +$256K | 0.75% | 30 |
|
2020
Q4 | $1.31M | Buy |
5,873
+537
| +10% | +$119K | 0.63% | 30 |
|
2020
Q3 | $1.12M | Sell |
5,336
-87
| -2% | -$18.3K | 0.69% | 27 |
|
2020
Q2 | $1.1M | Buy |
5,423
+95
| +2% | +$19.3K | 0.69% | 27 |
|
2020
Q1 | $840K | Buy |
5,328
+16
| +0.3% | +$2.52K | 1.1% | 26 |
|
2019
Q4 | $977K | Buy |
+5,312
| New | +$977K | 1.04% | 26 |
|