Wealthfront’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $41.8M | Buy |
365,084
+4,313
| +1% | +$493K | 0.4% | 22 |
|
|
2018
Q2 | $35.6M | Sell |
360,771
-15,832
| -4% | -$1.56M | 0.36% | 23 |
|
|
2018
Q1 | $34.4M | Buy |
376,603
+16,544
| +5% | +$1.51M | 0.35% | 22 |
|
|
2017
Q4 | $30.8M | Buy |
360,059
+18,261
| +5% | +$1.56M | 0.34% | 24 |
|
|
2017
Q3 | $25.5M | Buy |
341,798
+42,433
| +14% | +$3.16M | 0.33% | 24 |
|
|
2017
Q2 | $20.6M | Buy |
299,365
+35,234
| +13% | +$2.43M | 0.31% | 23 |
|
|
2017
Q1 | $17.4M | Buy |
264,131
+33,971
| +15% | +$2.24M | 0.31% | 22 |
|
|
2016
Q4 | $14.3M | Buy |
230,160
+31,364
| +16% | +$1.95M | 0.31% | 22 |
|
|
2016
Q3 | $11.5M | Buy |
198,796
+38,168
| +24% | +$2.2M | 0.27% | 23 |
|
|
2016
Q2 | $8.22M | Sell |
160,628
-2,260
| -1% | -$116K | 0.23% | 25 |
|
|
2016
Q1 | $9M | Buy |
162,888
+20,878
| +15% | +$1.15M | 0.28% | 25 |
|
|
2015
Q4 | $7.88M | Buy |
142,010
+37,945
| +36% | +$2.11M | 0.28% | 22 |
|
|
2015
Q3 | $4.61M | Buy |
104,065
+37,983
| +57% | +$1.68M | 0.18% | 27 |
|
|
2015
Q2 | $2.92M | Buy |
66,082
+26,210
| +66% | +$1.16M | 0.12% | 26 |
|
|
2015
Q1 | $1.62M | Sell |
39,872
-13,732
| -26% | -$558K | 0.08% | 27 |
|
|
2014
Q4 | $2.49M | Buy |
53,604
+11,458
| +27% | +$532K | 0.15% | 23 |
|
|
2014
Q3 | $1.95M | Buy |
42,146
+11,789
| +39% | +$547K | 0.14% | 23 |
|
|
2014
Q2 | $1.27M | Buy |
30,357
+11,327
| +60% | +$473K | 0.11% | 20 |
|
|
2014
Q1 | $788K | Buy |
+19,030
| New | +$788K | 0.1% | 18 |
|