Wealthspire Advisors (Maryland)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $27.1M | Sell |
128,798
-8,346
| -6% | -$1.76M | 0.96% | 22 |
|
|
2020
Q2 | $27.9M | Buy |
137,144
+3,164
| +2% | +$644K | 2% | 12 |
|
|
2020
Q1 | $21.1M | Sell |
133,980
-6,618
| -5% | -$1.04M | 1.84% | 12 |
|
|
2019
Q4 | $22.2M | Buy |
140,598
+8,708
| +7% | +$1.37M | 1.49% | 14 |
|
|
2019
Q3 | $18.3M | Sell |
131,890
-1,229
| -0.9% | -$171K | 1.34% | 16 |
|
|
2019
Q2 | $17.8M | Sell |
133,119
-2,934
| -2% | -$393K | 1.33% | 17 |
|
|
2019
Q1 | $16M | Buy |
136,053
+4,240
| +3% | +$500K | 1.21% | 17 |
|
|
2018
Q4 | $13.4M | Buy |
131,813
+568
| +0.4% | +$57.7K | 1.19% | 17 |
|
|
2018
Q3 | $15M | Buy |
131,245
+3,969
| +3% | +$454K | 1.24% | 15 |
|
|
2018
Q2 | $12.6M | Sell |
127,276
-3,358
| -3% | -$331K | 1.14% | 15 |
|
|
2018
Q1 | $11.9M | Buy |
130,634
+2,306
| +2% | +$210K | 1.12% | 16 |
|
|
2017
Q4 | $11M | Buy |
128,328
+10,089
| +9% | +$863K | 1.07% | 15 |
|
|
2017
Q3 | $8.81M | Sell |
118,239
-660
| -0.6% | -$49.2K | 0.96% | 16 |
|
|
2017
Q2 | $8.2M | Buy |
118,899
+10,485
| +10% | +$723K | 0.97% | 15 |
|
|
2017
Q1 | $7.14M | Buy |
108,414
+5,417
| +5% | +$357K | 1.02% | 15 |
|
|
2016
Q4 | $6.4M | Sell |
102,997
-2,470
| -2% | -$153K | 0.96% | 16 |
|
|
2016
Q3 | $6.08M | Buy |
105,467
+832
| +0.8% | +$47.9K | 0.95% | 18 |
|
|
2016
Q2 | $5.35M | Sell |
104,635
-8,309
| -7% | -$425K | 0.89% | 19 |
|
|
2016
Q1 | $6.24M | Buy |
112,944
+2,480
| +2% | +$137K | 1.1% | 14 |
|
|
2015
Q4 | $6.13M | Buy |
+110,464
| New | +$6.13M | 1.14% | 13 |
|